Garrett Moretz
Mooresville, North Carolina, 28117
Member Since 2008
Our goal is to protect and grow our clients net worth and asset base using a unique blend of fixed investments and securities. This approach insures that our clients not only achieve great investment results but also have the assurance that they are protected from loss. We value our client\'s goals and strive to work with them to achieve those goals, no matter how large or how small. We use a holistic approach to working with clients that includes financial planning, retirement planning, investment management and estate planning. Our clients are our number one priority and we value each and every relationship that we have with those clients. We work along side you to develop a plan that will meet your needs now and future flexibility.
My Location
Background Information
Years of Financial Experience
- 11
Education
- Montreat College (BSBA)
Certifications and Designations
- Paladin 5 Star Advisor
Association Memberships
- National Ethics Bureau
- Advisor Background Check
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Pershing
- FolioFN Institutional
Types of Financial Reports
- Performance Report (Semi-Annually)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- CRD/IARD Number: 4086791
- Securities Registrations: Series 7, Series 24, Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: First Heartland Consultants
- Broker/Dealer: First Heartland Capital, Inc.
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Florida
- Georgia
- Kansas
- North Carolina
- Ohio
- South Carolina
- Tennessee
- Virginia
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, REITs, Limited Partnerships
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Health, Business
Visit Website - http://www.moretzwealthmanagement.com
