Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Elizabeth Krueger is a financial advisor with over 15 years of experience in the industry. Terri is currently registered with Private Advisor Group, LLC and has previously worked with Nationwide Securities, LLC and MetLife Securities Inc. Terri is licensed to provide investment advice in several states, including Colorado, Florida, Georgia, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Texas, Virginia, and Washington. Terri has earned the Series 6, Series 7, and Series 63 licenses, as well as the SIE exam. Terri holds the Chartered Financial Consultant designation.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
08/12/2014 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
06/10/2010 - 03/06/2014
NATIONWIDE SECURITIES, LLC (CICERO NY)
MA
12/01/2008 - 05/21/2010
METLIFE SECURITIES INC. (SPRINGFIELD MA)
BC
Issued 01/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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