Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Garrett is an investment advisor representative associated with MFS Institutional Advisors Inc. John has been in the securities industry since 2004. John is currently registered with the state of Massachusetts and has been previously registered with other states, as well as with FINRA. John specializes in providing financial planning, portfolio management services to individuals, investment companies, and pooled investment vehicles. John has also specialized in pension consulting and selection of other advisors. MFS Institutional Advisors Inc. is a registered investment advisor with approximately 128.5 billion dollars in assets under management. MFS Institutional Advisors Inc. provides a range of investment management and advisory services to a variety of clients, including individuals, institutions, and corporations.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transfer pricing arrangements with affiliates
1
2
MA
07/28/2011 - Present
MFS Institutional Advisors Inc. (BOSTON MA)
MA
06/29/2006 - 07/11/2011
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
CA
02/17/2006 - 06/20/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
06/13/2005 - 06/20/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/13/2005 - 06/20/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/13/2005 - 06/20/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
06/13/2005 - 06/20/2006
WALNUT STREET SECURITIES, INC. (BOSTON MA)
NY
04/05/2006 - 06/07/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
RI
02/04/2005 - 06/06/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
03/31/2003 - 08/19/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/31/2003 - 08/19/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/13/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/16/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Garrett is the right advisor for you? Invested Better is here to help.
