Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Clemons is a financial advisor with D.a. Davidson & Co., with over 20 years of experience in the financial services industry. Terri holds the Series 7, Series 63 and SIE licenses. Terri is registered to provide financial advice in 30 states and the District of Columbia, specializing in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Before joining D.a. Davidson & Co., Terri has held positions at several other firms including LPL Financial LLC, Park Avenue Securities LLC, Securities America, Inc., EPLANNING SECURITIES, INC., E*TRADE CLEARING LLC, Wells Fargo Investments, LLC, and Wells Fargo Van Kasper, LLC.
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
CA
04/18/2019 - Present
D.a. Davidson & Co. (ROSEVILLE CA)
CA
04/15/2019 - 05/10/2019
LPL FINANCIAL LLC (GRANITE BAY CA)
CA
07/28/2014 - 04/04/2019
PARK AVENUE SECURITIES LLC (SACRAMENTO CA)
CA
09/16/2010 - 07/24/2014
SECURITIES AMERICA, INC. (SACRAMENTO CA)
NE
12/26/2008 - 01/05/2010
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
06/27/2005 - 10/30/2008
EPLANNING SECURITIES, INC. (ROSEVILLE CA)
NJ
09/17/2003 - 12/04/2003
E*TRADE CLEARING LLC (JERSEY CITY NJ)
CA
07/11/2001 - 08/18/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/05/2000 - 07/11/2001
WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)
IA
02/02/1999 - 02/03/2000
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BC
Issued 04/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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