Unclaimed
James Michael Terschluse is a financial advisor with Huntleigh Advisors, Inc. James has been in the financial services industry since 1992 and has over 30 years of experience. James is registered as a Registered Representative and Investment Advisor Representative with Huntleigh Advisors, Inc. James has a Series 7, Series 63, and Series 65 licenses. James has also worked for several other financial firms during his career. James serves individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Solicitor/third party manager fees
1
2
MO
04/11/2019 - Present
Huntleigh Advisors, Inc. (ST. LOUIS MO)
IL
07/28/2000 - 10/25/2010
WELLS FARGO ADVISORS, LLC (FAIRVIEW HEIGHTS IL)
MO
08/19/1994 - 07/31/2000
HUNTLEIGH SECURITIES CORPORATION (ST. LOUIS MO)
MO
06/21/1993 - 08/15/1994
MGI INVESTMENTS, INC. (ST. LOUIS MO)
MO
10/10/1992 - 06/21/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
08/10/1992 - 10/01/1992
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 08/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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