Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Patrick Terry is a financial professional with over 20 years of experience in the industry. James is currently registered with Empower Financial Services, Inc. and previously worked with BENEFITSCORP EQUITIES, INC. James has Series 6, Series 26, SIE and Series 99TO licenses. James has worked at companies such as PRUCO SECURITIES CORPORATION and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. James is located in Greenwood Village, Colorado.
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.
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2
CO
10/06/2004 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
CO
10/14/1998 - 05/22/2001
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
NJ
08/02/1990 - 04/15/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/02/1990 - 04/15/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 10/12/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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