Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Jo Schneider is a financial advisor at Raymond James Financial Services Advisors, Inc. Terri has been a financial advisor for over 7 years. Terri is registered with the Securities and Exchange Commission (SEC) as a registered representative and investment advisor. Terri is licensed to provide financial advice in multiple states, including Illinois, Florida, Texas, Kentucky, Missouri, New Mexico, Oklahoma, Virginia, and Washington. Terri is also licensed to sell securities in multiple states. Terri has a strong background in financial services. Terri has worked for several firms in the past, including Edward Jones and Raymond James Financial Services, Inc. Terri is committed to helping clients achieve their financial goals. Terri provides a range of financial services to individuals and families, including financial planning, investment management, and retirement planning. Terri also provides financial services to businesses, including portfolio management for businesses and pension consulting. Terri is a dedicated and experienced financial advisor. Terri is committed to providing clients with the highest level of service. Terri is also a member of the National Association of Personal Financial Advisors (NAPFA).
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 8/22/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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