Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Schmidtmann is a registered representative with Secure Asset Management, LLC. Gavin is licensed in California, Colorado, Illinois, Michigan, North Carolina, Ohio, Tennessee, and West Virginia. Gavin has been working in the financial industry since June 2022. Gavin also provides insurance services and other business activities for Secure Investors Group and Titan Wealth 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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitor for 3rd party money managers
1
2
MI
07/21/2022 - Present
Secure Asset Management, LLC (Bloomfield Hills MI)
BOTH
Issued 07/20/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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