Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Marie Abrams is a financial advisor registered in 21 states with over 30 years of experience in the financial services industry. Terri is a Registered Representative of Raymond James Financial Services Advisors, Inc. and an Investment Advisor Representative of Raymond James Financial Services, Inc. Terri's services include portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars. Terri holds Series 7, 24, 31, 51, and 63 licenses, along with a Series 65 license. She is currently a board member of the Woodstock Police Pension Board.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (CRYSTAL LAKE IL)
FL
12/01/1997 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
MO
08/05/1988 - 12/02/1997
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/02/1986 - 08/16/1988
THOMSON MCKINNON SECURITIES INC.
NA
04/02/1985 - 06/17/1986
MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.
NA
01/23/1985 - 06/06/1985
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION
IA
Issued 08/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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