Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brad? Claim Your ProfileBrad Terry is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Matteson, IL. Brad has been in the industry since July 14, 2019, and is registered with FINRA and the states of Arizona, Florida, Illinois, Indiana, Iowa, Kentucky, Michigan, Minnesota, Missouri, Nevada, Texas, and Wisconsin. Brad has a broad range of experience, having previously worked with J.P. MORGAN SECURITIES LLC and PRUCO SECURITIES, LLC. Brad specializes in portfolio management for individuals and businesses and provides educational seminars and performance measurement reports.
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
IL
07/13/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MATTESON IL)
IN
08/16/2022 - 12/05/2022
PRUCO SECURITIES, LLC. (Valparaiso IN)
IN
02/08/2019 - 06/04/2022
J.P. MORGAN SECURITIES LLC (VALPARAISO IN)
BOTH
Issued 05/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/13/2018
SIE - Securities Industry Essentials 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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