Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Shiver is an investment advisor representative associated with Charles Schwab & Co., Inc. She has been in the securities industry since March 1987. Terri holds several licenses and registrations, including Series 7, 8, 9, 10, 63, and SIE. Terri's previous employment includes positions at NationsBanc Securities, Inc., IPS Brokerage, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terri Shiver specializes in Portfolio Management for Individuals and Portfolio Management for Investment Companies.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
04/01/2003 - Present
Charles Schwab & CO., Inc. (Jacksonville FL)
GA
04/22/1993 - 04/25/1994
IPS BROKERAGE, INC. (SAVANNAH GA)
MA
03/31/1992 - 03/26/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
09/17/1988 - 03/31/1992
NATIONSBANC SECURITIES OF GEORGIA, INC.
NY
01/21/1987 - 08/26/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/13/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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