Unclaimed
Garrett Hurley is a financial professional with over 15 years of experience in the industry. Garrett currently works at Ameriprise Financial Services, LLC. Garrett has a strong track record of providing investment advice to individuals and businesses. Garrett's expertise includes financial planning, portfolio management, and retirement planning. Garrett holds various licenses and certifications, including Series 6, 7, 63 and 65 licenses. Garrett is also a Chartered Financial Consultant (ChFC). Garrett has a deep understanding of the financial markets and is committed to providing personalized financial solutions to meet each client's needs.
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.
Asset allocation services
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
NY
03/18/2022 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
03/25/2017 - 03/24/2022
MML INVESTORS SERVICES, LLC (New York NY)
NY
11/06/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK CITY NY)
NJ
02/04/2008 - 11/09/2015
PRUCO SECURITIES, LLC. (HOWELL NJ)
IA
Issued 06/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/01/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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