Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Walsh is a financial advisor with over 17 years of experience in the financial services industry. Garrett is currently registered with Wells Fargo Advisors Financial Network, LLC, and has held previous positions with LPL Financial LLC, Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc. and Wachovia Securities, LLC. Garrett has earned the Series 6, 7, 9, 10, 24 and 66 licenses. Garrett's areas of specialization include Retirement Planning, Education Planning, Estate Planning, Insurance, and Mutual Funds and Annuities. Garrett is dedicated to helping clients reach their financial goals.
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.
Investment consulting services to institutional clients
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.
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2
VA
01/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Richmond VA)
SC
03/19/2021 - 12/15/2022
LPL FINANCIAL LLC (FORT MILL SC)
MO
04/04/2014 - 03/19/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
FL
03/12/2008 - 03/04/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
VA
01/01/2006 - 03/14/2008
WACHOVIA SECURITIES, LLC (RICHMOND VA)
NJ
04/26/2004 - 06/08/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 05/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/25/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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