Unclaimed
Garry Milbrod is an investment advisor representative with Cetera Investment Advisers LLC. Garry has been in the financial services industry since 1990. Garry is registered to provide investment advice in South Carolina and Texas. Prior to joining Cetera, Garry was associated with VOYA Financial Advisors and TIAA-CREF Individual & Institutional Services.
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.
1
2
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT MILL SC)
NC
01/14/2008 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CHARLOTTE NC)
NC
02/22/2006 - 07/18/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
09/15/2005 - 02/23/2006
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
NY
01/23/2002 - 09/15/2005
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
02/01/2001 - 12/31/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
08/04/2000 - 01/25/2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
04/11/1996 - 07/31/2000
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
10/17/1994 - 12/31/1995
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NJ
08/19/1991 - 03/30/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/19/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
05/19/1987 - 08/09/1988
EQUICO SECURITIES, INC.
NA
05/19/1987 - 08/09/1988
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
11/13/1985 - 05/14/1987
PRUCO SECURITIES CORPORATION
BC
Issued 1/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/24/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 8/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Garry Milbrod is the right advisor for you? Invested Better is here to help.