Unclaimed
Garrick Michael Becker is a financial advisor at Fidelity Personal and Workplace Advisors. Garrick has been a registered representative in the securities industry since December 2007. Garrick's experience includes providing financial advice to individuals, families, businesses, and institutions. Garrick also has experience with investment management, financial planning, and retirement planning. Garrick is registered with FINRA and holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Garrick is also registered as an investment advisor representative in North Carolina and Texas.
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.
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.
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
MA
09/11/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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