Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Lee Eddy is a financial advisor registered with Avantax Advisory Services. Teri has over 20 years of experience in the financial services industry. Teri holds a Series 7, Series 6, and Series 63 license. Teri is a Certified Financial Planner (CFP). Teri is also registered as an investment advisor representative in South Dakota. Teri provides financial planning, investment management, and other financial services 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
SD
10/25/2019 - Present
Avantax Advisory Services (SIOUX FALLS SD)
SD
08/05/2013 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DELL RAPIDS SD)
SD
12/13/2002 - 08/16/2013
PROEQUITIES, INC. (DELL RAPIDS SD)
IA
Issued 02/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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