Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roosevelt? Claim Your ProfileRoosevelt Terry is an investment advisor representative with Empower Advisory Group, LLC. Roosevelt has been in the industry since March 2013 and holds Series 6, 7, 63 and 66 licenses, as well as the SIE exam. Roosevelt's current registration is with the state of Connecticut and is active in both Broker-Dealer and Investment Advisor capacities. Roosevelt has previously worked with Voya Financial Advisors, Inc. and Voya Financial Partners, LLC. Roosevelt provides financial planning, portfolio management for individuals, educational seminars and other services for high-net-worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations, state or municipal government entities and individuals other than high-net-worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
CT
07/31/2023 - Present
Empower Advisory Group, LLC (HARTFORD CT)
CT
09/15/2014 - 05/12/2023
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
01/29/2013 - 09/16/2014
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
BOTH
Issued 05/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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