Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Gale Parry is a financial professional with over 40 years of experience in the securities industry. Currently, Robert is a registered representative with Southeast Investments, N.C., Inc., and has been associated with the firm since May 28, 2013. Prior to this, Robert held positions with Trustmont Financial Group, Inc., Wharton Equity Corporation, W. S. Griffith & Co., Inc., Phoenix Equity Planning Corporation, Guardian Investor Services Corporation, Sentra Securities Corporation, and New England Securities Corporation. Robert has a strong background in securities products, investment company products, and variable contracts, and has a proven track record of providing financial advice to individuals and businesses. Robert is licensed to offer securities products in several states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Offer products as a b/d on a commission basis
1
2
NC
05/28/2013 - Present
Southeast Investments, N.c., Inc. (CHARLOTTE NC)
PA
07/12/2007 - 05/20/2013
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
07/13/1998 - 07/12/2007
WHARTON EQUITY CORPORATION (WAYNE PA)
NA
01/13/1997 - 06/23/1998
W. S. GRIFFITH & CO., INC.
CT
06/07/1993 - 06/23/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
12/06/1990 - 06/07/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NY
11/22/1989 - 10/31/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
AZ
05/02/1989 - 03/21/1990
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
08/17/1978 - 01/26/1989
NEW ENGLAND SECURITIES CORPORATION
BC
Issued 09/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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