Bill Garten

Bill Garten Email and Phone Number

Partner and Wealth Advisor @ Smooth 401k
Hudson, OH, US
Bill Garten's Location
Hudson, Ohio, United States, United States
Bill Garten's Contact Details

Bill Garten personal email

Bill Garten phone numbers

About Bill Garten

As a Partner and Wealth Advisor at Stratos Wealth Partners, I have more than 25 years of experience in providing comprehensive financial planning and investment management services to individuals, families, and businesses. I specialize in retirement and portfolio management strategies, using a variety of financial instruments, such as mutual funds, bonds, stocks, ETFs, alternative investments, REITs, annuities, and insurance products.My mission is to help my clients understand and optimize their investment portfolio performance, as they move towards retirement and beyond. I also handle 401k plans for small and large companies, offering various investment platforms to regional banks and credit unions. I approach investments and their markets both technically and fundamentally, and tailor my advice to each client's unique needs and goals. I am a member of the Fidelity Advisor Council and hold multiple licenses and certifications in the financial industry.

Bill Garten's Current Company Details
Smooth 401k

Smooth 401K

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Partner and Wealth Advisor
Hudson, OH, US
Website:
Smooth401k.com
Employees:
8
Bill Garten Work Experience Details
  • Smooth 401K
    Partner And Wealth Advisor
    Smooth 401K
    Hudson, Oh, Us
    View
  • Smooth 401K
    Partner/Wealth Advisor
    Smooth 401K Sep 2024 - Present
    Strongsville, Ohio, United States
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  • Stratos Wealth Partners
    Partner - Wealth Advisor
    Stratos Wealth Partners Dec 2011 - Present
    Beachwood, Ohio
    Stratos Wealth PartnersSecurities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment Advice offered through Stratos Wealth Partners Ltd, a registered investment advisor. Stratos Wealth Partners, Ltd is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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  • Merrill Lynch
    Assistant Vice President/Financial Advisor
    Merrill Lynch Apr 2006 - Dec 2011
    Manage $60,000,000 in client assets and invest client's money in the stock market via mutual funds, stocks, bonds, annuities, etc. Also manage 401k Plans for various companies. On Fidelity Advisor Council for 2004, 2005, and 2006.
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  • Wachovia Securities (Formerly Prudential Securities Now Wells Fargo)
    Assistant Vice President
    Wachovia Securities (Formerly Prudential Securities Now Wells Fargo) Apr 1998 - Aug 2006
    Also managed 20 401K plans for various large and small companies. Won Top Gun Award in 1998 - Award given in NYC upon graduation. Licenses held are Series 7, Series 63, Series 65, and Life, Health, and Long Term Care. Transitioned book of business over to Merrill Lynch.
  • Wsaz Tv 3 (Nbc Affiliate)
    National Sales Manager
    Wsaz Tv 3 (Nbc Affiliate) Mar 1985 - Apr 1998
    Managed 85 sales reps and handled National Sales for Top 50 NBC affiliate. Handled large political dollars out of Washington D.C. Sold and serviced 23 cities from New York to Los Angeles where I negotiated large contract and other major advertisers. Was promoted from Local Sales Rep to Regional Sales Rep to NSM. Increased sales every year and left to accept position as Financial Advisor in Financial Industry.
  • Bostitch Textron
    Independent Sales Rep
    Bostitch Textron Jun 1976 - Mar 1985
    Represented Bostitch-Textron, Duofast, Spenax, and other companies. Sold pneumatic nailers and staplers to contractors, manufacturers, pallet makers, and office supplies. Left position to accept WSAZ-TV-3 sales position.

Bill Garten Skills

Mutual Funds Series 7 Retirement Investments 401k Financial Advisory Securities Fixed Annuities Wealth Management Long Term Care Finra Series 65 Spanish Long Term Care Insurance Bonds Stocks Wealth Etfs Life Insurance Retirement Planning Estate Planning Portfolio Management Asset Managment Strategic Financial Planning

Bill Garten Education Details

Frequently Asked Questions about Bill Garten

What company does Bill Garten work for?

Bill Garten works for Smooth 401k

What is Bill Garten's role at the current company?

Bill Garten's current role is Partner and Wealth Advisor.

What is Bill Garten's email address?

Bill Garten's email address is bg****@****swp.com

What is Bill Garten's direct phone number?

Bill Garten's direct phone number is +121659*****

What schools did Bill Garten attend?

Bill Garten attended Ashland University, Marietta College, Washington And Lee University, Ashland University, Marietta College.

What are some of Bill Garten's interests?

Bill Garten has interest in Children, Poverty Alleviation, Human Rights, Animal Welfare, Arts And Culture.

What skills is Bill Garten known for?

Bill Garten has skills like Mutual Funds, Series 7, Retirement, Investments, 401k, Financial Advisory, Securities, Fixed Annuities, Wealth Management, Long Term Care, Finra, Series 65.

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