Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lynn Garrett is an investment advisor representative with Summit Financial, LLC. Stephen Lynn Garrett is also an investment advisor representative with Garrett, Perkins & Horton Advisory Partners. Stephen Lynn Garrett has been in the industry since October 8, 2003. Stephen Lynn Garrett has passed the Series 7, Series 65, Series 66, and SIE exams. Stephen Lynn Garrett is licensed to sell securities in Alabama, Colorado, Florida, Georgia, Indiana, Louisiana, Maryland, Mississippi, New Jersey, North Carolina, Tennessee and Texas. Stephen Lynn Garrett is registered as an investment advisor representative with Summit Financial, LLC in Alabama and New Jersey.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
AL
01/05/2024 - Present
Summit Financial, LLC (BIRMINGHAM AL)
AL
10/08/2003 - 01/16/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Birmingham AL)
MN
10/08/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Garrett is the right advisor for you? Invested Better is here to help.
