Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrel? Claim Your ProfileTerrel Eisert is an investment advisor representative and registered representative with The Retirement Guys Formula, based in Maumee, OH. Terrel Eisert has been in the financial services industry for over 40 years, and is currently registered in Indiana, Kentucky, Maryland and Ohio. Terrel Eisert holds Series 7, 63 and 65 licenses, as well as the SIE exam. Terrel Eisert provides financial planning, portfolio management for individuals and selection of other advisors. Terrel Eisert previously worked at SA Stone Wealth Management Inc., WRP INVESTMENTS, INC., Cambridge Investment Research, Inc., Transamerica Financial Advisors, Inc, Oppenheimer & Co. Inc., Royal Alliance Associates, Inc., Josephthal & Co., Inc., H.J. Meyers & Co., Inc., R. H. York & Company, Inc., The Ohio Company, Legg Mason Wood Walker, Incorporated, Legg Mason Masten Inc., E. F. Hutton & Company Inc and Bache Halsey Stuart Shields Incorporated.
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.
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.
Share in the fee paid to third party advisers
1
2
OH
11/19/2020 - Present
THE Retirement Guys Formula (MAUMEE OH)
OH
09/12/2014 - 05/24/2018
SA STONE WEALTH MANAGEMENT INC. (CINCINNATI OH)
OH
06/19/2013 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATI OH)
OH
03/19/2010 - 05/29/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
OH
04/05/2006 - 12/31/2009
TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)
NY
05/30/2002 - 11/18/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
AZ
10/02/1998 - 06/11/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
09/21/1998 - 10/09/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
08/27/1998 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
KY
10/13/1995 - 09/22/1998
R. H. YORK & COMPANY, INC. (COVINGTON KY)
OH
04/23/1993 - 03/20/1995
THE OHIO COMPANY (CINCINNATI OH)
NA
11/03/1987 - 04/27/1993
LEGG MASON WOOD WALKER, INCORPORATED
MD
05/13/1985 - 04/27/1993
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/30/1987 - 11/04/1987
LEGG MASON MASTEN INC.
NA
11/16/1981 - 05/21/1985
E. F. HUTTON & COMPANY INC
NA
08/19/1980 - 11/25/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 05/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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