Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Deike is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Savannah, GA. Teri has been in the financial services industry since 2005. Teri is licensed to offer investment advice and securities products in multiple states, including Georgia, Florida, North Carolina, South Carolina, Maryland, Virginia, and the District of Columbia. Teri also holds the Series 7TO, Series 66, and Series 24 licenses. Teri can provide financial planning, portfolio management, pension consulting, and educational seminars to clients. Teri has been recognized as a specialist in providing financial advice to individuals, corporations, and institutions.
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
GA
01/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAVANNAH GA)
BOTH
Issued 01/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials 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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