Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Marti is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Huntsville, Alabama. Terrence has been in the industry since 1976 and holds several licenses and certifications, including Series 7, 8, 9, 10, 63, and 65. Terrence specializes in providing a variety of financial services, including financial planning, portfolio management for individuals and businesses, pension consulting, 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (HUNTSVILLE AL)
TN
10/16/1989 - 08/06/2004
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MD
10/17/1988 - 10/18/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
10/21/1976 - 10/17/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1977
PC - AMEX Put and Call Exam
BC
Issued 10/16/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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