Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Philip? Claim Your ProfilePhilip Alan Garrett is a financial advisor registered with Stratos Wealth Partners, Ltd. He has been in the industry since 2001. Philip has a wide range of experience in financial services, including insurance, real estate, and restaurant ownership. Philip is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. He works with individuals, families, and businesses. Philip holds Series 6, 7, 63, and 65 licenses.
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.
Percentage of assets under management with third party managers
1
2
LA
04/10/2013 - Present
Stratos Wealth Partners, Ltd. (METAIRIE LA)
LA
05/25/2001 - 04/09/2013
PRUCO SECURITIES, LLC. (METAIRIE LA)
BC
Issued 02/18/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 03/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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