Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Rowe is a financial professional with over 25 years of experience in the financial services industry. Terri is registered with LPL Financial LLC and holds several licenses and certifications, including Series 66, Series 9, Series 10, Series 7, and SIE. Terri has a proven track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Terri also owns and operates a business called Splattered Paint Marketing, LLC. Terri is dedicated to helping her clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
05/31/2024 - Present
LPL Financial LLC (SOUTHGATE MI)
MI
10/05/2009 - 06/05/2024
AMERIPRISE FINANCIAL SERVICES, LLC (BROWNSTOWN TOWNSHIP MI)
MI
05/31/2002 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BROWNSTOWN TOWNSHIP MI)
NY
07/14/1999 - 08/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CO
08/01/1995 - 07/08/1999
D.E. FREY & COMPANY, INC. (DENVER CO)
BOTH
Issued 02/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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