Garrett Maged (CRD# 5962402) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Woodmere Village, OH and has over 2 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Woodmere, OH | Nov 2022 - Current | 1 |
| Rocket Mortgage | Cleveland, OH | Apr 2022 - Nov 2022 | < 1 |
| Cambridge Investment Research | Fairfield, IA | Sep 2020 - Nov 2022 | 2 |
| Lifetime Wealth Managment | Leesburg, VA | Jun 2020 - Nov 2022 | 2 |
| Covert Surveillance And Investigations | Roundhill, VA | Nov 2019 - May 2020 | < 1 |
| Lifetime Wealth Management | Leesburg, VA | May 2018 - Nov 2019 | 1 |
| College Student | Fairfax, VA | Aug 2014 - May 2019 | 4 |
| Top Golf | Ashburn, VA | Jan 2017 - Jul 2017 | < 1 |
| Student | Ashburn, VA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2021 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- OH
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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