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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Brodt is an investment advisor representative associated with Garden State Investment Advisory Services, LLC. Terry has been in the industry since 1994 and has experience working with high-net-worth individuals and pension and profit-sharing plans. Terry is registered to provide investment advisory services in Arizona, California, Colorado, Connecticut, Florida, Idaho, Illinois, Iowa, Louisiana, Minnesota, Mississippi, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, and Texas. Terry offers a range of financial planning services, including educational seminars, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
1
2
NJ
04/28/2014 - Present
Garden State Investment Advisory Services, LLC (RED BANK NJ)
ID
05/23/2007 - 08/13/2010
INVEST FINANCIAL CORPORATION (BOISE ID)
ID
11/04/2005 - 06/13/2007
FIRST MONTAUK SECURITIES CORP. (BOISE ID)
ID
05/09/2007 - 05/10/2007
INVEST FINANCIAL CORPORATION (BOISE ID)
ID
06/14/2002 - 12/02/2005
LINSCO/PRIVATE LEDGER CORP. (BOISE ID)
NY
09/29/2000 - 06/20/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/12/1997 - 10/10/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
02/11/1995 - 03/19/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/21/1993 - 02/18/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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