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 Lyders is an investment advisor representative for Fidelity Personal And Workplace Advisors. Terri has been working in the financial services industry since 1995. Terri has a series of certifications and registrations that reflect her expertise. Terri has experience working for a number of financial institutions, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Safeco Securities, Inc. Terri is currently registered in 53 states. Terri's firm, Fidelity Personal And Workplace Advisors, manages over $818 billion in assets and has a strong reputation in the industry.
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.
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
01/11/2024 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
NJ
05/25/2004 - 03/22/2016
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/16/1995 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WA
06/30/1994 - 08/18/1994
SAFECO SECURITIES, INC. (BELLEVUE WA)
IA
Issued 06/12/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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