Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bruce Terry is an investment advisor representative with Raymond James Financial Services Advisors, Inc., serving clients since February 18, 2003. Terry has experience with a range of investment products and services, including mutual funds, variable annuities, and fixed insurance products. Terry has also been registered with Scott & Stringfellow, LLC, and is associated with First Community Bank. Terry holds licenses for Series 7, Series 9, Series 10, and Series 66, and has passed the Securities Industry Essentials Examination (SIE). Terry is registered to provide investment advisory services in several states, including Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Illinois, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, and Wisconsin. Terry's professional experience and credentials demonstrate a commitment to providing comprehensive and tailored investment advice to clients.
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
WV
10/25/2013 - Present
Raymond James Financial Services Advisors, Inc. (Bluefield WV)
VA
09/24/2001 - 05/01/2012
SCOTT & STRINGFELLOW, LLC (BLUEFIELD VA)
BOTH
Issued 10/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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