Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terra? Claim Your ProfileTerra Bullock Winter is a financial advisor registered with LPL Financial LLC. Terra is based in Lawrenceville, Georgia and has been working in the financial services industry since April 2014. Terra has passed several industry exams including the Series 66, Series 63, Series 7, and the Securities Industry Essentials (SIE) Examination. Terra has held previous registrations with INVEST FINANCIAL CORPORATION and BB&T INVESTMENT SERVICES, INC. Terra's specializations include retirement planning, college savings, insurance, and estate planning. Terra is also active in her community and serves as the Co-President of the Woodward Mill Elementary School PTA and is a member of the Gwinnett Medical Center Foundation Cornerstone Committee.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
02/14/2018 - Present
LPL Financial LLC (LAWRENCEVILLE GA)
GA
06/10/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (LAWRENCEVILLE GA)
NC
01/18/2001 - 03/06/2002
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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