Unclaimed
John Douglas Garnett is a financial professional with over 30 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative, currently affiliated with Eagle Strategies LLC. John's expertise includes financial planning, investment management, and pension consulting. He has a comprehensive understanding of the financial markets and can provide personalized advice to meet individual client needs. John has a proven track record of success and is dedicated to helping clients achieve their financial goals. John is a Chartered Financial Consultant and holds several professional licenses, including Series 7, Series 6, Series 22, Series 24, and Series 51.
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.
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
03/15/2011 - Present
Eagle Strategies LLC (MADISON WI)
NY
06/25/1987 - 11/08/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 6/5/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/22/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/1/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/1995
Series 7 - General Securities Representative Examination
BC
Issued 2/29/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 6/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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