Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Eugene Terry is a financial advisor with over 28 years of experience in the industry. Michael has a wide range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, businesses, pension and profit-sharing plans, insurance companies, charitable organizations, state or municipal government entities, and banking or thrift institutions. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and holds a variety of licenses and certifications including Series 7, Series 9, Series 10, Series 63, and Series 65. Michael also owns and operates Terry Investment Group, Inc. in Marietta, GA.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
09/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (Marietta GA)
NC
05/09/1994 - 04/05/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 06/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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