Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lea? Claim Your ProfileLea Garrott is an Investment Advisor Representative at Osaic Wealth, Inc., providing financial advice to clients. Lea has a background in the financial services industry, working with Wealthview Capital, BancorpSouth, and Securities America Advisors before joining Osaic Wealth. Lea holds a Series 65 license and is a Certified Financial Planner. Lea is passionate about helping her clients achieve their financial 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.
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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MS
06/20/2024 - Present
Osaic Wealth, Inc. (Ridgeland MS)
IA
Issued 02/05/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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