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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Garrett is a financial advisor with Truist Advisory Services, Inc. in New Bern, North Carolina. Timothy Garrett is a Certified Financial Planner® professional and has been in the industry since 2012. Timothy has been registered with the state of North Carolina since 2022, and with the state of Texas since 2024. Previously, Timothy Garrett was registered with BB&T Securities, LLC and BB&T Investment Services, Inc. Timothy Garrett is a Series 7, Series 66, and SIE licensed representative. Timothy Garrett specializes in portfolio management for individuals, businesses, and investment companies.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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NC
07/01/2024 - Present
Truist Advisory Services, Inc. (NEW BERN NC)
NC
01/02/2018 - 11/16/2020
BB&T SECURITIES, LLC (NEW BERN NC)
NC
03/19/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (NEW BERN NC)
NC
05/13/2011 - 03/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW BERN NC)
BOTH
Issued 06/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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