Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Temple has been in the financial services industry since 2002. Terrell is currently registered with Stifel, Nicolaus & Company, Inc. as a Registered Representative in Mississippi and Texas. Terrell is also a Registered Investment Advisor in Mississippi and Texas. Terrell's previous experience includes UBS Financial Services Inc.. Terrell holds the Series 7, Series 10, Series 9 and SIE licenses. Terrell offers a wide range of investment products and services, including financial planning, portfolio management, and educational seminars.
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
MS
08/14/2009 - Present
Stifel, Nicolaus & Company, Inc. (MERIDIAN MS)
MS
07/30/2002 - 08/14/2009
UBS FINANCIAL SERVICES INC. (MERIDIAN MS)
BOTH
Issued 08/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/14/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2002
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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