Invested Better
Unclaimed

Unclaimed

Unclaimed

Terrie Lamar Tate

Jackson National Life Distributors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terrie? Claim Your Profile

About Terrie Lamar Tate

Terrie Lamar Tate is a registered representative with Jackson National Life Distributors LLC in Lansing, Michigan. Terrie has been in the securities industry since 2009 and holds the Series 6, Series 63, and SIE licenses. Terrie's prior experience includes a role at W&S Brokerage Services, Inc. in East Lansing, Michigan.

Firm Information

Terrie Tate is currently registered with Jackson National Life Distributors LLC. Jackson National Life Distributors LLC is a Limited Liability Company formed in May 2006 and approved to operate in all 50 states and the District of Columbia. The firm has one SEC registration and 51 state registrations. The firm has disclosed two arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

564

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terrie Tate’s Registration & Firm History

MI

08/08/2011 - Present

Jackson National Life Distributors LLC (LANSING MI)

MI

04/27/2009 - 01/13/2010

W&S BROKERAGE SERVICES, INC. (EAST LANSING MI)

Not sure if Terrie Lamar Tate is right for you?

Licenses & Designations

BC

Issued 05/02/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrie Lamar Tate.
Not sure if Terrie Lamar Tate is right for you?