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 Starliper has been in the financial services industry since September 19, 2007. Terri is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC. Terri is licensed to provide financial services in the District of Columbia, Florida, Georgia, Minnesota, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Terri specializes in providing financial planning, asset allocation, and investment management services to individuals, families, trusts/estates, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Asset allocation services
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
FL
11/20/2007 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
VA
09/10/2007 - 11/02/2007
AXA ADVISORS, LLC (RICHMOND VA)
BOTH
Issued 11/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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