Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Schneider is a financial advisor who is registered with Raymond James Financial Services Advisors, Inc. Terri Schneider has been in the financial services industry since 2017. Terri Schneider has a Series 7, Series 63, and Series 65 license. Terri Schneider specializes in financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. Terri Schneider is also registered with the states of Florida, Illinois, Kentucky, Missouri, New Mexico, Oklahoma, Texas, Virginia and Washington. Terri Schneider works at the Godfrey, IL branch office of Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
11/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Godfrey IL)
IA
Issued 08/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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