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 Hudson is a financial advisor who has been in the industry since 2004. Terri is currently registered with Wells Fargo Clearing Services, LLC in Texas and Virginia. Terri has previously worked for UBS Financial Services Inc., Ameriprise Financial Services, Inc., NYLIFE Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terri holds a Series 66, Series 7, and SIE license. Terri offers a variety of financial services, including financial planning, investment consulting, and portfolio management for both individuals and businesses.
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.
1
2
VA
07/24/2020 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
VA
10/04/2017 - 08/06/2020
UBS FINANCIAL SERVICES INC. (ROANOKE VA)
VA
04/09/2007 - 09/26/2017
AMERIPRISE FINANCIAL SERVICES, INC. (MECHANICSVILLE VA)
OH
04/07/2004 - 07/12/2006
NYLIFE SECURITIES INC. (COLUMBIANA OH)
NY
05/01/2003 - 06/16/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2003
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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