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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Garrett is a financial advisor with Commonwealth Financial Network. Paul has been in the industry since 1988. Paul has a broad range of experience and expertise, including investment advisory services, securities brokerage, and financial planning. Paul has earned several professional designations, including Series 6, 7, 22, 24, 63, and 66. Commonwealth Financial Network is a registered investment advisor with a wide range of investment products and services. The firm offers a variety of investment products, including mutual funds, exchange-traded funds (ETFs), and variable annuities. Commonwealth Financial Network also provides a range of financial planning services, including retirement planning, college savings planning, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/06/2010 - Present
Commonwealth Financial Network (LOMBARD IL)
IL
09/05/1996 - 05/29/2001
OAK BROOK SECURITIES CORP. (OAKBROOK TERRACE IL)
NA
07/09/1996 - 07/31/1996
OAK BROOK SECURITIES CORP.
NY
04/29/1991 - 07/30/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IL
01/03/1991 - 05/07/1991
FOUNTAINHEAD FINANCIAL, INC. (OAK BROOK IL)
IL
05/31/1988 - 12/31/1990
INLAND SECURITIES CORPORATION (OAK BROOK IL)
BOTH
Issued 12/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 07/07/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/27/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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