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 Delatourdupavillon is an active financial professional with over 30 years of experience in the industry. Terri Ann Delatourdupavillon is currently registered with Raymond James & Associates, Inc. in Charleston, South Carolina. Before joining Raymond James & Associates, Inc. Terri Ann Delatourdupavillon was associated with MORGAN KEEGAN & COMPANY, INC., UBS FINANCIAL SERVICES INC., J.C. BRADFORD & CO., FIRST UNION CAPITAL MARKETS CORP., and INTERSTATE/JOHNSON LANE CORPORATION. Terri Ann Delatourdupavillon has a strong track record of providing financial advice and investment services to individuals, corporations, and institutions. Terri Ann Delatourdupavillon holds Series 63, SIE, and Series 7 licenses.
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.
Please see note in schedule d - miscellaneous
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
SC
02/13/2013 - Present
Raymond James & Associates, Inc. (CHARLESTON SC)
SC
05/19/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CHARLESTON SC)
NJ
08/14/2000 - 06/15/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/29/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NC
09/23/1998 - 04/23/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
02/11/1993 - 09/25/1998
J.C. BRADFORD & CO. (NEW YORK NY)
NC
10/25/1989 - 01/13/1992
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BC
Issued 07/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
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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