Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Olerud is a financial advisor with over 30 years of experience in the industry. Terri currently works at Raymond James Financial Services, Inc. and is registered to provide investment advice in Arizona. Prior to working at Raymond James, Terri worked at Salomon Smith Barney Inc., Everen Securities, Inc. and Prudential-Bache Securities Inc. Terri holds the 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.
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.
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2
AZ
07/07/2000 - Present
Raymond James Financial Services, Inc. (MESA AZ)
NY
01/16/1995 - 07/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MO
02/04/1991 - 01/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
10/24/1990 - 02/01/1991
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BC
Issued 11/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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