Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri McBride is a financial professional with over 23 years of experience in the financial services industry. Terri is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Previously, Terri has been employed by Fidelity Brokerage Services LLC and OppenheimerFunds Distributor, Inc. Terri specializes in portfolio management for individuals and businesses, pension consulting, and providing educational seminars. Terri has a strong background in investment company products/variable contracts, general securities, and securities industry essentials.
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
NY
03/20/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
CO
12/02/2019 - 03/11/2022
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
CO
12/19/2002 - 08/26/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NY
03/07/1995 - 07/23/1999
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 12/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 6 - Investment Company Products/Variable Contracts 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
Not sure Terri McBride is the right advisor for you? Invested Better is here to help.
