Robert Terry, CLU®, ChFC®
Financial Consultant
Mobile: (845) 518-2367
Website: Visit my web site!
As a financial professional and active member of the Poughkeepsie, NY community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills over my 42 year career, I’ve regularly attended industry training and certification programs.
This includes completing the curriculum and passing the exams for the:
- Chartered Life Underwriter (CLU) professional designation through the American College
- Chartered Financial Consultant (ChFC) professional designation through the American College
- FINRA securities registrations: Series 1, Series 7 and Series 65
My academic achievements include:
- A Bachelors of Arts Degree in Psychology from the Central Connecticut State University .
My education and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives.
Working together, we’ll formulate a strategy to help you address your goals. Then, if it is appropriate, as an Investment Advisory Representative of Equitable Advisors, and an agent of Equitable Network, LLC, an affiliated insurance general agency, I can offer you a variety of financial products.
My lifetime professional achievements include:
- 2004 "Distinguished Service Award"
- Million Dollar Round Table (MDRT) – Life Member, “Honor Roll”, Member, "Quarter Century Club"
- Member of the presitgious “Hall of Fame” since 1989.
- Maintaining a strong sense of community and a solid professional foundation are very important to me.
My community activities and professional affiliations include:
- National Association of Insurance and Financial Advisors (NAIFA)
- Past President of Society of Financial Service Professionals, Hudson Valley Chapter
- Member, Central Hudson Valley Football Officials Association
- Member, International Association of Approved Basketball Officials