Unclaimed
Hardy Tey is an investment advisor representative with Equitable Advisors, LLC. Hardy has over 15 years of experience in the financial industry. Hardy is registered to provide investment advisory services in Washington, Illinois, California, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Illinois, Maine, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, and South Carolina. Hardy is also registered to provide investment advisory services in Washington. Hardy Tey provides financial planning services, pension consulting, and portfolio management for individuals and businesses. Hardy Tey is committed to helping clients achieve their financial goals.
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.
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2
MA
06/06/2024 - Present
Equitable Advisors, LLC (WELLESLEY MA)
MA
08/29/2019 - 06/04/2024
SANTANDER SECURITIES LLC (Boston MA)
MA
01/25/2017 - 08/09/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURLINGTON MA)
MA
11/29/2005 - 05/15/2012
MAST SERVICES LLC (CAMBRIDGE MA)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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