Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Garrey is a financial advisor with over 30 years of experience in the financial services industry. Robert has a strong background in securities, variable contracts, and investment company products. Robert is currently registered with OneAmerica Securities, Inc. and has held previous registrations with GWFS Equities, Inc., MML Distributors, LLC, VOYA FINANCIAL PARTNERS, LLC, Financial Network Investment Corporation, Aetna Financial Services, Inc., and Aetna Life Insurance and Annuity Company. Robert holds Series 6, 7, 24, 26, and 66 licenses and has also passed the Securities Industry Essentials Examination (SIE). Robert currently resides in Indianapolis, Indiana. Robert offers a variety of financial planning and portfolio management services to individuals and businesses. Robert is also a member of the Bushnell Park Foundation, Wethersfield Village Improvement Association, and the Wethersfield Beautification Trust.
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
IN
04/06/2022 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CT
01/04/2021 - 12/14/2021
GWFS EQUITIES, INC. (ENFIELD CT)
CT
03/06/2019 - 01/04/2021
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
10/15/1993 - 12/15/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CA
01/11/2000 - 12/31/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
12/19/1997 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
06/17/1991 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 06/25/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/26/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/15/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/13/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Garrey is the right advisor for you? Invested Better is here to help.
