Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alexander Terry is a financial advisor who has been in the industry since 2004. Michael is currently registered with Pimco Investments LLC in Newport Beach, CA. Prior to joining Pimco Investments, Michael was with ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC and MORGAN STANLEY & CO. INCORPORATED. Michael has licenses for Series 3, 7, 24, 55, and 63 exams. Michael is registered in 38 states.
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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CA
02/14/2011 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
CA
07/23/2008 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
NY
10/19/2004 - 07/16/2008
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/28/2004
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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