Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Paul Garten is a financial advisor at Stratos Wealth Partners, Ltd., and has been in the industry since 1998. William has a broad range of experience and specializes in serving high-net-worth individuals, corporations, and other businesses. William offers financial planning, portfolio management for individuals and businesses, and pension consulting services. William Garten is also a published poet and has been active in the writing community since 1972.
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
OH
03/17/2016 - Present
Stratos Wealth Partners, Ltd. (BEACHWOOD OH)
OH
08/03/2006 - 12/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUDSON OH)
OH
07/01/2003 - 08/04/2006
WACHOVIA SECURITIES, LLC (PEPPER PIKE OH)
NY
06/17/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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