Unclaimed
Terra L Decker is a registered representative with Edward Jones, licensed to sell securities in Florida, Louisiana, Maryland, Missouri, North Carolina, Pennsylvania, and Tennessee. Terra has been in the securities industry for over 20 years, having started at M&T Securities, Inc. in 2001. Terra has held licenses with Primevest Financial Services, Inc. as well. Terra specializes in financial planning, pension consulting, and selection of other advisors, as well as portfolio management for both businesses and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
PA
04/05/2024 - Present
Edward Jones (SELINSGROVE PA)
PA
01/26/2004 - 09/19/2006
PRIMEVEST FINANCIAL SERVICES, INC. (LEWISBURG PA)
MD
06/04/2001 - 01/07/2004
M&T SECURITIES, INC. (BALTIMORE MD)
BOTH
Issued 04/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/13/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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