Terry C. Robertson
Professional summary
Terry Curtis Robertson is a registered financial professional currently at THE LEADERS GROUP, INC. located in Summit, New Jersey.
Terry is registered as a RR (Registered Representative) and started their career in finance in 1987. Terry has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terry Curtis Robertson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2022 - Present
THE LEADERS GROUP, INC.
Office #1: 475 Springfield Ave, Summit, NJ 07901June 2, 2022 - November 8, 2023
TLG ADVISORS, INC.
March 25, 2017 - June 7, 2022
MML INVESTORS SERVICES, LLC
March 25, 2017 - June 7, 2022
MML INVESTORS SERVICES, LLC
November 15, 2006 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
November 13, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
November 13, 2006 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
August 29, 2002 - November 30, 2006
SECURIAN FINANCIAL SERVICES, INC.
June 23, 1988 - November 30, 2006
SECURIAN FINANCIAL SERVICES, INC.
July 13, 1987 - May 23, 1988
CONSOLIDATED RESOURCES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(6/2/2022)
(6/2/2022)
Exams
FINRA
Current Firm
THE LEADERS GROUP, INC.
CRD#: 37157 / SEC#: , 8-47639
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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