Unclaimed
Terri Lynn Propp is an investment advisor representative associated with Gill Capital Partners, LLC, in Denver, Colorado. Terri has been in the industry since January 2006. Terri is registered as an investment advisor representative in California and Colorado. Terri is also a licensed securities representative in Colorado. Terri has a Series 7 and Series 65 license. In addition to being a registered investment advisor representative, Terri also works as a ticket sales representative for Kroenke Sports Holdings, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
01/08/2015 - Present
Gill Capital Partners, LLC (DENVER CO)
CO
01/23/2006 - 08/22/2007
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
IA
Issued 12/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Terri Propp is the right advisor for you? Invested Better is here to help.