Unclaimed
Garrett Stewart Hoge is a financial advisor with over 39 years of experience in the industry. Garrett is registered with H Financial Management and holds licenses in multiple states. Garrett is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Garrett has a wide range of experience, working with individuals, families, and businesses. Garrett is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Garrett's specialties include financial planning, portfolio management, and insurance. Garrett is a Certified Financial Planner and a Chartered Financial Consultant.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/25/2018 - Present
H Financial Management (CANONSBURG PA)
PA
06/16/2009 - 08/23/2024
TRIAD ADVISORS LLC (CANONSBURG PA)
PA
01/01/2004 - 06/17/2009
MULTI-FINANCIAL SECURITIES CORPORATION (CANONSBURG PA)
OH
01/11/1989 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
09/22/1989 - 11/13/2001
MANEQUITY, INC. (BOSTON MA)
NA
09/15/1987 - 01/20/1989
MANEQUITY, INC.
NA
04/07/1986 - 01/26/1988
FSC SECURITIES CORPORATION
NA
11/13/1985 - 03/20/1986
ALLEGHENY INVESTMENTS, LTD.
NA
02/22/1984 - 12/09/1985
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
07/08/1985 - 11/15/1985
MANEQUITY, INC.
NA
11/30/1983 - 02/01/1984
SMA EQUITIES, INC.
IA
Issued 01/23/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/27/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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