Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Hembree is a financial advisor with SPC. Terri has been in the industry since 2011 and has experience in providing financial planning, portfolio management, and consultation services. Terri is registered to offer securities advice in Idaho, Indiana, New Jersey, and Washington. Terri has passed the Series 6, 7, 63, and 66 exams, as well as the Securities Industry Essentials (SIE) exam. Terri is also a mobile notary public and has experience originating mortgage loans.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
02/04/2014 - Present
SPC (ANN ARBOR MI)
ID
02/17/2011 - 08/21/2012
MML INVESTORS SERVICES, LLC (BOISE ID)
BOTH
Issued 11/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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