Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth Jonathan Terlizzi is a financial advisor with Wealthplan Partners. Garth has been in the financial services industry since November 1981. Garth holds the Series 7, Series 15, Series 24, Series 31, and SIE licenses and has been registered with the state of Nebraska since January 2020. Garth also holds state licenses in Arizona, California, Florida, and Kansas. Garth has previously worked for Securities America, Inc. and LPL Financial LLC.
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.
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
NE
01/23/2020 - Present
Wealthplan Partners (OMAHA NE)
KS
04/12/2019 - 06/14/2024
SECURITIES AMERICA, INC. (LAWRENCE KS)
KS
09/12/1986 - 05/07/2019
LPL FINANCIAL LLC (LAWRENCE KS)
NA
05/29/1984 - 10/08/1986
DEAN WITTER REYNOLDS INC.
NA
03/09/1984 - 05/25/1984
DAIN, BOSWORTH INCORPORATED
NA
11/17/1981 - 03/21/1984
DEAN WITTER REYNOLDS INC.
BC
Issued 11/17/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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