Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Tracht is a financial professional with over 6 years of experience in the industry. Garrett is currently registered with Madison Avenue Securities, LLC and has previously worked at several other firms, including EDWARD JONES, KESTRA INVESTMENT SERVICES, LLC and NATIONWIDE INVESTMENT SERVICES CORPORATION. Garrett offers financial planning and portfolio management services to individuals, businesses and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
12/01/2023 - Present
Madison Avenue Securities, LLC (Boulder CO)
OH
05/09/2023 - 11/08/2023
EDWARD JONES (PICKERINGTON OH)
AZ
07/09/2021 - 02/28/2023
KESTRA INVESTMENT SERVICES, LLC (PHOENIX AZ)
OH
10/15/2018 - 04/27/2021
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
11/30/2016 - 10/16/2018
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
06/17/2016 - 11/30/2016
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
IA
Issued 08/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Garrett Tracht is the right advisor for you? Invested Better is here to help.
