Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Moretz is an investment advisor representative with Lifemark Securities Corp., a firm headquartered in Rochester, NY. Garrett has been in the financial industry since June 2000 and is registered with FINRA and the state of California, Florida, Georgia, Kansas, North Carolina, South Carolina and Virginia. Garrett holds Series 65, Series 66, Series 7 and Series 24 licenses. Garrett is also the owner and president of Moretz Wealth Management, LLC, and provides financial planning and investment management services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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
NC
05/31/2017 - Present
Lifemark Securities Corp. (Mooresville NC)
NC
12/11/2009 - 05/31/2017
FIRST HEARTLAND CAPITAL, INC. (MOORESVILLE NC)
FL
05/31/2007 - 12/16/2009
ALLEGIANT SECURITIES L.L.C. (MIAMI FL)
NC
06/22/2001 - 12/31/2006
SYNERGY INVESTMENT GROUP, LLC (MOORESVILLE NC)
MN
01/04/2000 - 07/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/04/2000 - 07/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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