Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Ann Carmichael is a financial advisor at Wells Fargo Clearing Services, LLC and has been in the industry since February 1985. Terri is a registered representative in Michigan and Texas, and is a member of FINRA and the state securities regulators of Alabama, Arizona, California, District of Columbia, Florida, Illinois, Indiana, Kentucky, Michigan, New York, North Carolina, Ohio, Oklahoma, Tennessee, Texas, Virginia, Washington and Wisconsin.
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.
Investment consulting services to institutional clients
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.
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2
MI
10/13/2021 - Present
Wells Fargo Clearing Services, LLC (SAGINAW MI)
MI
11/21/1989 - 10/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAGINAW MI)
NY
09/15/1989 - 11/28/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NY
09/03/1985 - 09/15/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
02/21/1985 - 09/19/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 07/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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