Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Terry has been in the financial industry since 2010. David is currently registered with Nylife Securities LLC and has been registered with this firm since August 2024. Prior to joining Nylife Securities LLC, David worked for a variety of firms, including Northwestern Mutual Investment Services, LLC, Colby Capital International, LLC, PaineWebber Incorporated, Interstate/Johnson Lane Corporation, First Union Capital Markets Corp., and Great Bay Securities, Inc. David is a Series 63, 66, 7TO, SIE, 3, 7, 52, 28, and 24 licensed professional. David holds a current registration in South Carolina.
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
SC
08/05/2024 - Present
Nylife Securities LLC (GREENVILLE SC)
NC
09/24/2004 - 03/31/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
NC
11/19/1998 - 12/17/2001
COLBY CAPITAL INTERNATIONAL, LLC (CHARLOTTE NC)
NJ
05/12/1997 - 02/11/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
05/12/1995 - 03/03/1997
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NC
06/03/1993 - 06/16/1995
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
11/06/1992 - 05/07/1993
GREAT BAY SECURITIES, INC.
NC
04/12/1990 - 10/22/1992
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
06/29/1989 - 04/30/1990
CITICORP SECURITIES MARKETS, INC. (NEW YORK NY)
NA
10/19/1983 - 03/15/1985
FIRST CHARLOTTE CORPORATION
BC
Issued 08/17/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/30/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2001
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/23/1992
Series 24 - General Securities Principal Examination
BC
Issued 08/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/02/2024
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1983
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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