Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Garrett is a financial professional with over 23 years of experience in the financial services industry. Jeffrey has held a variety of roles at financial institutions including Cuso Financial Services, LP, LPL Financial LLC, CUNA Brokerage Services, Inc., Royal Alliance Associates, Inc., and PFS Investments Inc. Jeffrey currently serves as a registered representative at Cuso Financial Services, LP. Jeffrey is a licensed investment advisor and holds a Series 63, Series 65, Series 6, and Series 7 licenses. Jeffrey is registered to provide investment advice and services to individuals and businesses.
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.
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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2
WI
08/24/2022 - Present
Cuso Financial Services, LP (Appleton WI)
WI
08/24/2012 - 08/22/2022
LPL FINANCIAL LLC (MENASHA WI)
WI
04/03/2008 - 08/27/2012
CUNA BROKERAGE SERVICES, INC. (APPLETON WI)
NV
01/31/2003 - 03/25/2008
CUSO FINANCIAL SERVICES, L.P. (LAS VEGAS NV)
AZ
08/30/2000 - 12/31/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
07/29/1999 - 09/01/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 03/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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