Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Robert Gaertner is a financial advisor at Ausdal Financial Partners, Inc., a registered investment advisor with approximately $1.5 billion in assets under management. Terrance has been in the financial services industry since 1985 and holds Series 6, 7, 63 and SIE licenses. Terrance holds the designation of Certified Financial Planner. Terrance is registered in 10 states. In addition to his work with Ausdal Financial Partners, Terrance also works as an insurance agent, selling term life insurance for various carriers.
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.
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.
Advice on uma platforms
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
IL
09/04/2009 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
IL
01/06/2003 - 09/03/2009
WATERSTONE FINANCIAL GROUP, INC. (PARK RIDGE IL)
IL
01/06/1989 - 01/03/2003
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
MA
02/21/1985 - 01/09/1989
MANEQUITY, INC. (BOSTON MA)
BC
Issued 01/14/1986
Series 63 - Uniform Securities Agent State Law 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 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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