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Terri Lynn McLaughlin

Cetera Financial Specialists LLC

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About Terri Lynn McLaughlin

Terri McLaughlin is a financial advisor who has been in the industry since September 1996. Terri is registered with Cetera Financial Specialists LLC in Fenton, Michigan and has been with the firm since April 2001. She has a Series 6, 7 and 63 license and also holds the SIE exam designation. Terri has prior experience with ABN AMRO INVESTMENT SERVICES, INC. in Chicago, Illinois, Standard Brokerage Services, Inc., and Essex National Securities, Inc. in Napa, California.

Firm Information

Terri McLaughlin is currently registered with Cetera Financial Specialists LLC. Cetera Financial Specialists LLC is a Limited Liability Company formed on October 31, 2012, and is registered in all 50 states plus the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Terri McLaughlin’s Registration & Firm History

MI

04/16/2001 - Present

Cetera Financial Specialists LLC (FENTON MI)

IL

07/27/1998 - 03/23/1999

ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)

NA

11/02/1995 - 07/27/1998

STANDARD BROKERAGE SERVICES, INC.

CA

09/08/1994 - 11/15/1995

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

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Licenses & Designations

BC

Issued 09/16/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/1995

Series 7 - General Securities Representative Examination

BC

Issued 09/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terri Lynn McLaughlin.
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