Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terance? Claim Your ProfileTerance Carr is a financial advisor at Edward Jones, a firm with a long history of providing financial guidance to individuals and families. Terance has a strong understanding of the financial services industry, having worked with several firms in the past. Terance is registered with the Securities and Exchange Commission and holds several industry licenses including Series 7, 63, and 66. Terance specializes in providing financial advice to individuals, families, and businesses.
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.
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.
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.
See schedule d - miscellaneous
1
2
MS
01/12/2023 - Present
Edward Jones (PONTOTOC MS)
MS
10/14/2019 - 04/03/2020
WELLS FARGO CLEARING SERVICES, LLC (TUPELO MS)
MS
07/01/2016 - 07/31/2019
HD VEST INVESTMENT SERVICES (BILOXI MS)
BOTH
Issued 01/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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