Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Lynn Garza is a financial advisor who has been in the industry since 2000. Misty is a registered representative in Texas and is currently employed by Bogart Wealth, LLC. Misty previously worked for Commonwealth Financial Network, Fidelity Brokerage Services LLC, and Ameriprise Financial Services, Inc. Misty holds the Series 63, Series 65, and Series 7 licenses as well as the SIE. She has a specialization in retirement planning, college savings, and estate planning. Misty also offers financial planning and portfolio management services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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TX
05/05/2022 - Present
Bogart Wealth, LLC (Sugar Land TX)
TX
05/15/2014 - 04/29/2022
COMMONWEALTH FINANCIAL NETWORK (FRIENDSWOOD TX)
TX
01/09/2006 - 02/07/2013
FIDELITY BROKERAGE SERVICES LLC (HOUSTON TX)
MN
03/10/2000 - 12/12/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
03/10/2000 - 12/12/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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