Unclaimed
John Bradley Garrett is a financial professional with over 13 years of experience in the financial services industry. John has a broad range of experience, having previously worked for firms such as Farmers Financial Solutions, LLC and Kestra Investment Services, LLC. John is currently registered with Citigroup Global Markets Inc. John is dedicated to providing clients with comprehensive financial advice, working closely with them to develop personalized financial plans to meet their individual needs and goals.
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.
Asset allocation advice
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
MO
03/22/2022 - Present
Citigroup Global Markets Inc. (O'Fallon MO)
MO
05/16/2017 - 04/09/2020
FARMERS FINANCIAL SOLUTIONS, LLC (COTTLEVILLE MO)
IN
03/15/2013 - 12/02/2016
KESTRA INVESTMENT SERVICES, LLC (Carmel IN)
IN
02/09/2007 - 01/17/2013
G & W EQUITY SALES, INC. (INDIANAPOLIS IN)
BC
Issued 03/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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