Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Edwards is a registered investment advisor representative with RBC Capital Markets, LLC. Terri has been in the financial services industry since 1995 and is licensed to provide investment advice in Texas and Colorado. Terri holds multiple licenses and designations, including Series 6, 7TO, 10, 26, 31, 63 and 66. Terri focuses on providing financial planning, portfolio management and investment advice to individuals, families, corporations and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
TX
03/05/2020 - Present
RBC Capital Markets, LLC (HOUSTON TX)
TX
03/27/1995 - 06/26/2006
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 03/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 01/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Terri Edwards is the right advisor for you? Invested Better is here to help.
