Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garrett? Claim Your ProfileGarrett Winfield Imeson is an investment advisor representative registered with LPL Financial LLC. Garrett has been in the financial services industry for over 14 years. Garrett has a Series 7 license, Series 66 license, and the SIE exam. Garrett holds the Certified Financial Planner designation. Garrett has been registered with the state of California as a Broker-Dealer since 2009 and as an Investment Advisor since 2009. Garrett has also been registered in other states including Arizona, Florida, Georgia, Hawaii, Idaho, Ohio, Oregon, Tennessee, Texas, Virginia, Washington and Wisconsin. Garrett is also registered with FINRA. Garrett is currently employed with LPL Financial LLC. Garrett’s firm manages assets for individuals, businesses, investment companies, pension and profit sharing plans, charitable organizations and other clients.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/06/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
BOTH
Issued 10/02/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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