Unclaimed
Garry Pakozdy is an investment advisor representative at Foundations Investment Advisors LLC. Garry has been in the industry since 1995. Garry has a Series 65 license and is registered to offer investment advisory services in South Carolina. Garry has worked at Foundations Investment Advisors since December 2018. Garry has previously worked at Horter Investment Management, LLC and Pako Investments, LLC. Garry is also an insurance agent for Chadmere Capital and a manager for Coastal Real Estate SC, LLC. Garry specializes in working with high-net-worth individuals and other investment advisors. Garry offers financial planning, educational seminars and selection of other advisors.
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.
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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SC
12/27/2018 - Present
Foundations Investment Advisors LLC (LANCASTER SC)
IA
Issued 03/06/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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