Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Lynn Fassi is a financial advisor with over 25 years of experience in the industry. Terri Lynn is registered with Centaurus Financial, Inc. and has been with the firm since January 2007. She has also previously held positions at Geneos Wealth Management, Inc., Multi-Financial Securities Corporation, SunAmerica Securities, Inc. and H.D. Vest Investment Securities, Inc. Terri Lynn holds the Series 6, 7, 26, 63 and 65 licenses and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Terri Lynn Fassi is committed to providing her clients with personalized financial advice and strategies to help them reach 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.
1
2
CO
04/07/2021 - Present
Centaurus Financial, Inc. (WINDSOR CO)
CO
06/30/2003 - 12/31/2006
GENEOS WEALTH MANAGEMENT, INC. (FORT COLLINS CO)
CO
03/12/1999 - 07/02/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
AZ
07/03/1995 - 03/11/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
03/28/1995 - 07/18/1995
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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