Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry O'Malley is a financial advisor with Equitable Advisors, LLC. Terry has been in the industry since November 2006 and has worked at Equitable Advisors, LLC since February 2008. Prior to that, Terry was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Terry is registered to provide investment advice in Colorado, Florida, Illinois, Indiana, North Carolina, Texas, and Wisconsin. Terry holds the Series 66, Series 7, and SIE licenses and has been recognized as a specialist in several areas of financial planning. Terry is also an outside insurance broker. Terry is located in Oak Brook, IL, but also serves clients in the surrounding area. Terry's firm, Equitable Advisors, LLC, is headquartered in New York, NY and has been in business since 1912. Equitable Advisors, LLC is a registered investment advisor and broker-dealer. Equitable Advisors, LLC specializes in financial planning, portfolio management, and insurance. The firm has a large client base, including individuals, families, businesses, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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IL
10/26/2009 - Present
Equitable Advisors, LLC (OAK BROOK IL)
IL
10/27/2006 - 02/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKBROOK IL)
BOTH
Issued 11/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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