Unclaimed
Paul Garnett is an investment advisor representative at Garnett Investment Strategies. Paul is also an insurance agent. Paul has been in the financial services industry for over 40 years and holds Series 63 and Series 65 licenses, in addition to the Series 7 and SIE licenses. Garnett Investment Strategies is a Nebraska-based firm that provides financial planning, pension consulting and portfolio management services to individual and institutional clients.
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.
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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NE
03/03/2016 - Present
Garnett Investment Strategies (BEATRICE NE)
NE
08/23/2013 - 10/09/2015
SECURITIES AMERICA, INC. (BEATRICE NE)
NE
11/24/1975 - 07/15/2013
EDWARD JONES (BEATRICE NE)
IA
Issued 07/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1975
Series 7 - General Securities Representative Examination
Active
Inactive
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