Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Ross is a financial advisor with Sammons Financial Network, LLC. Teri has been in the industry since 1995. She is a Series 6, 7, 24, 66, and SIE licensed professional. Teri has a Branch Office location at 8300 Mills Civic Parkway, West Des Moines, IA 50266.
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.
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.
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2
IA
01/04/2017 - Present
Sammons Financial Network, LLC (WEST DES MOINES IA)
IA
02/09/2002 - 12/31/2016
PARKLAND SECURITIES, LLC (WEST DES MOINES IA)
CA
03/30/2001 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
08/16/1995 - 03/12/2001
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 10/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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