Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Bennett is a financial advisor based in SANTA BARBARA, CA. Terri has over 38 years of experience in the financial services industry. Terri is registered with Planmember Securities Corp. and has been with the firm since 2001. Terri is also registered in California as an Investment Advisor Representative. Terri provides a range of financial services to clients, including investment management, financial planning, and retirement planning. Terri is a dedicated professional who is committed to helping her 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.
Provides investment supervisory 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.
1
2
CA
07/31/2001 - Present
Planmember Securities Corp. (CARPINTERIA CA)
ND
01/03/1990 - 11/19/1997
ARM SECURITIES CORPORATION (MINOT ND)
NA
03/18/1986 - 10/13/1989
C. L. MCKINNEY & CO., INC.
NA
02/26/1985 - 03/05/1986
TITAN CAPITAL CORPORATION
NA
02/24/1984 - 03/06/1985
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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