Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Patrick Terry has been in the financial services industry since 1998 and is a registered representative with Pershing LLC. Brian has a wide range of experience in the industry, having worked at both Charles Schwab & Co., Inc. and Calton & Associates, Inc. before joining Pershing LLC. Brian holds multiple industry licenses and certifications, including the Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, and Series 66 licenses. Brian specializes in providing financial advice to individuals and families.
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.
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.
1
2
FL
09/29/2014 - Present
Pershing LLC (LAKE MARY FL)
FL
06/04/2002 - 02/06/2007
CALTON & ASSOCIATES, INC. (WINTER SPRINGS FL)
TX
01/01/1998 - 05/08/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 06/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/26/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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