Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terra? Claim Your ProfileTerra Snider is an investment professional with over 20 years of experience in the financial industry. Terra is a Registered Representative and Investment Advisor Representative. Terra is currently registered with Stephens Inc. Terra has previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Terra holds Series 7, Series 63, Series 65 and SIE licenses. Terra has earned her Series 7, Series 63 and Series 65 licenses, demonstrating her commitment to continuing her professional development. Terra provides financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Terra focuses on serving high-net-worth individuals and families.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
07/30/2019 - Present
Stephens (WINSTON-SALEM NC)
NC
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (WINSTON-SALEM NC)
NC
06/22/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
IA
Issued 07/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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