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 McGray is a financial advisor who has been in the industry for over 25 years. Terri is registered with Longevity Capital Management. Terri Ann McGray provides investment consulting services, financial planning, pension consulting, and portfolio management for individuals and businesses. Terri is a Certified Financial Planner™.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
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CA
12/01/2023 - Present
Longevity Capital Management (THOUSAND OAKS CA)
CA
09/19/2018 - 12/12/2023
LPL FINANCIAL LLC (THOUSAND OAKS CA)
CA
01/03/2011 - 09/21/2018
WELLS FARGO CLEARING SERVICES, LLC (WESTLAKE VILLAGE CA)
CA
09/07/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WESTLAKE VILLAGE CA)
CA
11/18/1998 - 09/09/2010
EDWARD JONES (THOUSAND OAKS CA)
TX
02/18/1998 - 11/18/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
04/28/1995 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
01/05/1995 - 04/23/1995
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NJ
03/20/1989 - 07/12/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/20/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
03/20/1989 - 05/11/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 08/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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