Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Roxanne Wilson is a registered representative of Stifel, Nicolaus & Company, Inc. She is a financial professional with over 38 years of experience in the securities industry. Teri is currently registered in 25 states, including Nebraska, where she is also registered as an Investment Advisor Representative. Teri has held licenses with several firms throughout her career, including Citigroup Global Markets Inc., B.C. Christopher Securities Co. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Teri is a member of the US Senator Charles Grassley Advisory Council.
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.
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
NE
03/06/2009 - Present
Stifel, Nicolaus & Company, Inc. (OMAHA NE)
NE
10/16/1989 - 03/02/2009
CITIGROUP GLOBAL MARKETS INC. (OMAHA NE)
MO
09/29/1987 - 11/09/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
NA
03/22/1984 - 08/26/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 10/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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