Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Wilburn is a financial advisor with Raymond James Financial Services, Inc., with a background in the industry spanning over 25 years. Terri has been a registered representative since 1996 and holds licenses for Series 7, 9, 10, 63, 99TO, and the SIE exam. Terri is licensed in 53 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Terri previously worked at Stifel, Nicolaus & Company, Incorporated, Morgan Stanley, BB&T Securities, LLC, and Scott & Stringfellow, LLC. Terri also has extensive experience working with Scott & Stringfellow, Inc. Terri is active in the financial services industry and offers investment services to a broad range of clients.
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
FL
03/01/2023 - Present
Raymond James Financial Services, Inc. (ST. PETERSBURG FL)
NC
12/23/2021 - 06/29/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WINSTON-SALEM NC)
NC
05/18/2020 - 12/21/2020
MORGAN STANLEY (WINSTON-SALEM NC)
NC
01/02/2013 - 03/09/2020
BB&T SECURITIES, LLC (WINSTON-SALEM NC)
NC
05/31/2000 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WINSTON-SALEM NC)
MD
03/06/2000 - 05/23/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
VA
05/05/1999 - 02/23/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
07/03/1996 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
BC
Issued 04/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/26/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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