Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Ter braak is an investment advisor representative with Insigneo Advisory Services, LLC and has been in the industry since 2002. Robert has experience with a variety of clients, including corporations, high-net-worth individuals, and pooled investment vehicles. Robert holds the Series 3, 7, 9, 10, 66, and SIE licenses. Robert was previously registered with Northeast Securities, Inc. and Wells Fargo Advisors, LLC. Robert is based in Santiago.
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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
07/31/2017 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
NY
10/18/2010 - 07/31/2017
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
FL
07/01/2003 - 06/02/2010
WELLS FARGO ADVISORS, LLC (MIAMI FL)
NY
08/28/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 03/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 3 - National Commodity Futures Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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