Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Titus? Claim Your ProfileTitus Garrett is a financial professional with over 27 years of experience in the industry. Titus is currently registered with Osaic Wealth, Inc. Titus has held previous positions with Woodbury Financial Services, Inc. and Questar Capital Corporation. Titus is a licensed Series 6, 7, 63 and 66 registered representative, who holds a SIE designation. Titus offers financial planning, portfolio management, and investment management services to individuals, businesses, and charitable organizations.
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.
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2
CA
01/19/2024 - Present
Osaic Wealth, Inc. (ROSEVILLE CA)
CA
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (ROSEVILLE CA)
CA
07/02/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ROSEVILLE CA)
CA
05/08/1998 - 07/03/2013
WOODBURY FINANCIAL SERVICES, INC. (SACRAMENTO CA)
IA
12/04/1996 - 05/08/1998
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BOTH
Issued 08/10/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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