Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beth? Claim Your ProfileBeth D. Terry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in HUNT VALLEY, MD. Beth has been in the industry since 2007 and holds the following licenses: Series 7, Series 31, Series 66, and SIE. Beth has experience working with clients including high-net-worth individuals, corporations, and pension plans. Beth has worked previously with LPL Financial LLC, Morgan Stanley & Co. Incorporated, and Captrust Financial 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/20/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNT VALLEY MD)
GA
08/26/2008 - 08/18/2011
LPL FINANCIAL LLC (ATLANTA GA)
GA
05/20/2008 - 08/13/2008
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
NC
12/01/2006 - 04/23/2008
CAPTRUST FINANCIAL ADVISORS (RALEIGH NC)
BOTH
Issued 03/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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