Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Terrey is a financial advisor with Ameriprise Financial Services, LLC. Paul has been in the financial services industry since June 19, 2013. Paul has a Series 6, 7, 63, and 66 license. Paul has experience working at other firms such as Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Edward Jones, and Banc of America Investment Services, Inc. Paul is registered to provide financial advice in Arizona, California, Colorado, Connecticut, Florida, Kentucky, Louisiana, Maryland, Minnesota, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and Wyoming. Paul is registered as an Investment Advisor Representative (IAR) in North Carolina and Texas. Paul's specializations include providing financial advice to individuals, businesses, retirement plans, and trusts.
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 services
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.
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2
NC
02/22/2021 - Present
Ameriprise Financial Services, LLC (DURHAM NC)
NC
04/20/2015 - 08/24/2020
WELLS FARGO CLEARING SERVICES, LLC (CHAPEL HILL NC)
NC
11/11/2013 - 07/24/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DURHAM NC)
MO
06/01/2009 - 07/09/2009
EDWARD JONES (ST. LOUIS MO)
NC
01/22/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RALEIGH NC)
BOTH
Issued 12/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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