Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wayne Terry is a financial advisor with over 40 years of experience. Robert is registered with the state of Connecticut as a Registered Investment Advisor and the state of New York as a Registered Investment Advisor. Robert is also registered with the state of Connecticut as a Broker/Dealer, the state of Florida as a Broker/Dealer, the state of New Jersey as a Broker/Dealer, and the state of New York as a Broker/Dealer. Robert has worked for Equitable Advisors, LLC since 1999 and previously worked for The Equitable Life Assurance Society of the United States from 1978 to 2000. Robert is a basketball and football official.
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
NY
05/18/2021 - Present
Equitable Advisors, LLC (POUGHKEEPSIE NY)
NY
09/29/1978 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative 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 10/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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