Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Robertson is a financial professional with over 30 years of experience in the industry. Terry is currently registered with The Leaders Group, Inc. and is licensed to provide investment advice in California and Idaho. Terry has a strong background in securities, investment company products, and variable contracts. In addition to holding the Series 6, 7, 63 and SIE licenses, Terry has also successfully completed the Uniform Investment Adviser Law Examination.
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
CO
06/02/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
CA
03/25/2017 - 06/07/2022
MML INVESTORS SERVICES, LLC (Costa Mesa CA)
CA
11/13/2006 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (IRVINE CA)
CA
11/13/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (IRVINE CA)
CA
06/23/1988 - 11/30/2006
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
NA
07/13/1987 - 05/23/1988
CONSOLIDATED RESOURCES, INC.
IA
Issued 06/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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