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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Houp is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc.. Teri has been active in the industry since 2002 and holds registrations in 47 states. Teri has extensive experience providing portfolio management services to individuals and businesses and offers a range of services including performance measurement reports, allocation modeling, IPS, research reports and services, educational seminars, and selection of other advisors. Teri is dedicated to providing clients with personalized financial guidance and investment strategies to help them achieve their financial goals.
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
MD
11/29/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FREDERICK MD)
MD
11/14/2008 - 03/31/2009
STANFORD GROUP COMPANY (BALTIMORE MD)
MD
01/23/2002 - 12/03/2008
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
BOTH
Issued 02/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2002
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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