Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Terry is a Registered Representative and Investment Advisor Representative, licensed in 53 states and two jurisdictions. Michael has been in the securities industry since 1987. Michael is associated with MML Investors Services, LLC and has been with the firm since 1998. Previously, Michael was employed by American United Life Insurance Company, AUL Equity Sales Corp., CFD Investments, Inc., Mutual Service Corporation, and Balanced Financial Securities Corporation. Michael is a Series 63 and 65 licensed professional and has earned the Series 7, 22, and 24 licenses. Michael offers financial planning, pension consulting, educational seminars, asset allocation programs, and portfolio management for businesses and individuals. Michael also provides services as an insurance agent.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
IN
01/19/2022 - Present
MML Investors Services, LLC (Indianapolis IN)
IN
01/20/1989 - 11/12/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
01/20/1989 - 11/12/1998
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
IN
07/13/1993 - 12/31/1993
CFD INVESTMENTS, INC. (KOKOMO IN)
NA
03/30/1987 - 11/05/1988
MUTUAL SERVICE CORPORATION
NA
01/19/1987 - 04/01/1987
BALANCED FINANCIAL SECURITIES CORPORATION
IA
Issued 07/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Terry is the right advisor for you? Invested Better is here to help.
