Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Andrew Garret is a financial advisor with over 25 years of experience in the industry. Robert is currently registered with LPL Enterprise, LLC, and is licensed to provide investment advice in New Jersey, South Carolina, and Texas. Robert has previously held positions with other firms, including Metlife Securities Inc., New England Securities, and UBS Financial Services Inc. Robert holds Series 4, 7, 9, 10, 24, 51, 63, and 66 licenses. Robert has a strong background in investment management, financial planning, and portfolio management for both individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
NJ
10/10/2024 - Present
LPL Enterprise, LLC (MANALAPAN TOWNSHIP NJ)
NJ
07/27/2009 - 01/20/2016
METLIFE SECURITIES INC. (SOMERSET NJ)
NJ
07/27/2009 - 01/02/2015
NEW ENGLAND SECURITIES (SOMERSET NJ)
NJ
07/27/2009 - 09/05/2013
TOWER SQUARE SECURITIES, INC. (SOMERSET NJ)
NJ
07/27/2009 - 09/05/2013
WALNUT STREET SECURITIES, INC. (SOMERSET NJ)
NJ
07/13/2004 - 05/13/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
09/29/2003 - 07/06/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/29/2003 - 07/06/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/29/2003 - 07/06/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
09/29/2003 - 07/06/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
06/30/2001 - 09/26/2002
DATEK ONLINE FINANCIAL SERVICES LLC (JERSEY CITY NJ)
NE
07/16/1999 - 06/30/2001
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
NE
10/29/1998 - 05/06/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
CO
03/31/1997 - 09/18/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NJ
06/24/1996 - 04/03/1997
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/03/2002
Series 4 - Registered Options Principal Examination
BC
Issued 05/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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