Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Takacs is an experienced financial professional with over 40 years in the industry. Robert currently works as a Registered Representative at Carter, Terry & Company, Inc. Robert has a strong track record of providing financial guidance to individuals and businesses. Robert's experience includes previous roles with L.M. KOHN & COMPANY, MIDSOUTH CAPITAL, INC., J.P. TURNER & COMPANY, L.L.C., WACHOVIA SECURITIES, LLC, DEUTSCHE BANK SECURITIES INC., DB ALEX. BROWN LLC, J.C. BRADFORD & CO., RAYMOND JAMES & ASSOCIATES, INC., SHEARSON LEHMAN HUTTON INC., CRALIN & CO., INC., THOMSON MCKINNON SECURITIES INC., and PAINE, WEBBER, JACKSON & CURTIS INC. Robert holds the Series 7, 79TO, 63, and 65 licenses, as well as the SIE exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
GA
06/11/2012 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
01/17/2012 - 06/07/2012
L.M. KOHN & COMPANY (ATLANTA GA)
GA
10/24/2007 - 01/17/2012
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
06/06/2005 - 10/24/2007
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
MO
02/12/2004 - 05/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/13/2001 - 02/02/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
MD
03/29/2000 - 01/13/2001
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
02/27/1997 - 04/13/2000
J.C. BRADFORD & CO. (NEW YORK NY)
FL
02/09/1990 - 02/11/1997
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
04/27/1985 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
01/02/1985 - 04/22/1985
CRALIN & CO., INC.
NA
02/27/1984 - 12/20/1984
THOMSON MCKINNON SECURITIES INC.
NA
04/30/1979 - 03/01/1984
PAINE, WEBBER, JACKSON & CURTIS INC.
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1994
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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