Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Coglizer is a financial advisor with Benjamin F. Edwards & Company, Inc. based in Dalton, GA. Terri has been working in the financial industry since 1998. Terri has Series 7 and Series 63 securities licenses and a SIE designation. Terri has worked with a number of firms, including WELLS FARGO CLEARING SERVICES, LLC and LINCOLN FINANCIAL SECURITIES CORPORATION. Terri's specializations include retirement planning, college savings, estate planning, and insurance. Terri is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
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2
GA
10/01/2021 - Present
Benjamin F. Edwards & Company, Inc. (Dalton GA)
GA
10/09/2018 - 10/12/2021
WELLS FARGO CLEARING SERVICES, LLC (DALTON GA)
TN
03/08/2013 - 09/07/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (CHATTANOOGA TN)
MO
03/14/2000 - 11/01/2006
CALTON & ASSOCIATES, INC. (SPRINGFIELD MO)
MO
04/24/1995 - 11/29/2000
EDWARD JONES (ST. LOUIS MO)
IA
01/04/1993 - 12/31/1994
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NA
06/11/1992 - 12/31/1992
KINGLAND CAPITAL CORPORATION
WI
11/22/1989 - 12/04/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 03/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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