Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Reinhart has been in the financial industry since 1996. Terry is a Certified Financial Planner and is currently a Registered Representative of Grove Point Advisors, LLC. Terry also provides income tax planning and preparation services. Terry has experience working with individual investors, corporations, pension and profit-sharing plans, and charitable organizations. Terry specializes in providing a range of financial services, including portfolio management, financial planning, and pension consulting. Terry is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
1
2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Mitchellville MD)
MD
01/06/2010 - 10/28/2010
SECURITIES SERVICE NETWORK, INC. (MITCHEVILLE MD)
MD
01/04/1999 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (MITCHELLVILLE MD)
TN
10/22/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
IA
Issued 05/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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