Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri E. Miller is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Teri has been in the financial industry since October 2007. Teri has passed the Series 7, Series 24, Series 66, and the SIE Exam. Teri has also held previous roles at Morgan Stanley, CITIGROUP GLOBAL MARKETS INC., and INVEST FINANCIAL CORPORATION. Teri holds licenses in both Alabama and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
AL
11/11/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HUNTSVILLE AL)
AL
06/01/2009 - 11/15/2022
MORGAN STANLEY (Huntsville AL)
AL
05/04/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HUNTSVILLE AL)
TN
04/27/2007 - 11/11/2008
INVEST FINANCIAL CORPORATION (CLARKSVILLE TN)
BOTH
Issued 08/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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