Unclaimed
Garry Rutledge is an investment advisor representative with Ameriprise Financial Services, LLC. Garry has been in the financial services industry since September 7, 1988. Garry has a Series 6, Series 7 and Series 63 license, and has been registered in multiple states including Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Virginia, Washington and West Virginia. Garry has also been registered with Cambridge Investment Research, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, American General Financial Advisors, Inc., and The Variable Annuity Marketing Company.
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
OH
02/10/2023 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
OH
09/06/2006 - 02/17/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
OH
06/20/2001 - 09/01/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
IN
06/20/2001 - 05/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
TX
11/18/1997 - 06/07/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
08/23/1988 - 06/07/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 06/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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