Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Beaudoin is a registered representative with RBC Capital Markets, LLC in Albany, NY. Terri has been in the industry since April 20, 2020 and has experience in both securities and investment advisory services. Terri has a strong background in financial planning and portfolio management, working with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Prior to joining RBC Capital Markets, LLC, Terri was a registered representative with Purshe Kaplan Sterling Investments. Terri holds Series 7TO, 99TO and SIE licenses, and has earned the Series 66 license. Terri is also a treasurer for the Eagle Mills Volunteer Fire Company, Inc.
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.
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2
NY
01/02/2025 - Present
RBC Capital Markets, LLC (ALBANY NY)
NY
06/21/2021 - 01/28/2022
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NY
11/18/2019 - 05/03/2021
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
BOTH
Issued 04/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2019
Series 99TO - Operations Professional Examination
BC
Issued 08/01/2019
SIE - Securities Industry Essentials 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
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