Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Thomas Smith is a financial advisor currently registered with Osaic Wealth, Inc. and is located in KANSAS CITY, KS. Garrett has been working in the financial industry since 2021. Garrett is also registered with AE FINANCIAL SERVICES, LLC, in Topeka, KS.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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2
TN
08/01/2022 - Present
Osaic Wealth, Inc. (NASHVILLE TN)
KS
11/05/2021 - 08/05/2022
AE FINANCIAL SERVICES, LLC (Topeka KS)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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