Unclaimed
Terra Allen is a registered representative with Realta Equities, Inc. Terra has been in the industry since March 8, 2024. Terra holds Series 7TO, Series 99TO and Series 63 licenses. Terra has been registered in California since August 26, 2024.
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.
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.
1
2
CA
03/09/2024 - Present
Realta Equities, Inc. (San Diego CA)
BC
Issued 08/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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