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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri McKee Kay is a financial advisor working with Merrill Lynch, Pierce, Fenner & Smith Inc. Terri has been in the financial services industry for over 30 years. Terri has a wide range of experience in the industry, including work with First Republic Securities Company, LLC and E*TRADE. Terri is a licensed and registered financial advisor with expertise in various areas, including investment advisory services, portfolio management, and pension consulting. Terri is also able to provide financial planning and selection of other advisors to clients.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NV
01/31/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAS VEGAS NV)
CA
01/13/2017 - 01/11/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
04/03/2003 - 01/17/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
05/24/2001 - 12/09/2002
EBONDTRADE (WALNUT CREEK CA)
NY
10/21/1998 - 06/09/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
07/21/1998 - 10/20/1998
LLOYD WADE SECURITIES INC. (DALLAS TX)
NY
10/08/1990 - 08/09/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/21/1986 - 11/30/1989
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/11/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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