Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Nichole Normington is a financial advisor with LPL Financial LLC based in MADISON, Wisconsin. Terri has been working in the financial industry since June 1, 2008 and has been registered with LPL Financial LLC since May 18, 2022. Prior to joining LPL Financial LLC, Terri was registered with CUNA BROKERAGE SERVICES, INC., LPL FINANCIAL LLC, NRP FINANCIAL, INC., RAYMOND JAMES FINANCIAL SERVICES, INC. and PRIMEVEST FINANCIAL SERVICES, INC. Terri is licensed in 51 states and the District of Columbia. Terri offers financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WI
05/18/2022 - Present
LPL Financial LLC (MADISON WI)
WI
06/03/2011 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Deerfield WI)
WI
11/30/2010 - 05/31/2011
LPL FINANCIAL LLC (MADISON WI)
WI
11/16/2009 - 11/30/2010
NRP FINANCIAL, INC. (MADISON WI)
WI
10/09/2008 - 11/16/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROTHSCHILD WI)
WI
05/21/2008 - 09/29/2008
PRIMEVEST FINANCIAL SERVICES, INC. (ROTHSCHILD WI)
IA
Issued 06/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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