Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Canterbury is a registered representative with Next Financial Group, Inc. Terri has been in the securities industry since February 1, 2000. Terri is licensed to sell securities in California, Nebraska, New York, and Texas. Terri is also registered as an Investment Advisor Representative in Texas. Terri offers a variety of financial services including financial planning, portfolio management, pension consulting, and educational seminars. Terri can be reached at 11740 Katy Freeway Suite 620, Houston, Texas 77079.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
01/02/2020 - Present
Next Financial Group, Inc. (GALVESTON TX)
NE
12/20/2012 - 12/31/2019
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NY
01/18/2007 - 04/29/2011
HSBC SECURITIES (USA) INC. (ALBANY NY)
NY
12/01/2005 - 10/13/2006
CCO INVESTMENT SERVICES CORP. (ALBANY NY)
OH
12/09/2002 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
VT
02/22/2002 - 12/09/2002
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
01/22/1998 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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