Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terra? Claim Your ProfileTerra Dawn Lee is a financial advisor registered with Raymond James & Associates, Inc. and has been active in the industry since June 20, 2011. Terra Dawn Lee has experience working with clients such as individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, banking and thrift institutions, and pension and profit-sharing plans. Terra Dawn Lee is also a Registered Representative and holds Series 6, 7 and 63 licenses and the SIE Exam. Terra Dawn Lee is a Chartered Financial Consultant and has experience in a variety of investment areas, including but not limited to, financial planning, portfolio management, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
TN
08/12/2024 - Present
Raymond James & Associates, Inc. (CHATTANOOGA TN)
TN
06/21/2011 - 08/25/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHATTANOOGA TN)
BC
Issued 09/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2011
Series 6 - Investment Company Products/Variable Contracts 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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