Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Lynn Jones is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Teri has been in the industry for over 25 years. Teri is registered with the states of Michigan and Texas. Teri holds the Series 63, Series 65, and Series 66 securities licenses, as well as the Series 7 and SIE registrations. Previously, Teri was registered with NFP Securities, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc.
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.
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.
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.
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2
MI
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (NORTHVILLE MI)
MI
02/04/2010 - 07/27/2010
NFP SECURITIES, INC. (BIRMINGHAM MI)
KY
01/01/2008 - 01/04/2010
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
UT
09/25/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
MI
05/13/1997 - 09/07/2007
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
IA
Issued 05/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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