Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Metter has been in the financial services industry since 1994. Teri is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Teri is currently licensed in Missouri and Virginia. Teri specializes in working with high net worth individuals, corporations and pension and profit sharing plans. Teri has been recognized for her expertise in financial planning, investment consulting, and portfolio management. Teri is committed to providing her clients with the highest level of personalized service and investment advice.
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.
Investment consulting services to institutional clients
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
MO
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
03/28/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2011
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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