Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrie? Claim Your ProfileTerrie Clark is a financial advisor registered with LPL Financial LLC. Terrie has been in the financial services industry since December 11, 2000. Terrie holds Series 6, 7, 24, 63, and 65 licenses. Terrie has experience with Continental Investors Services, Inc. and Waddell & Reed. Terrie provides portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Terrie has a branch office at 165 Burke Street; STE 208 in STOCKBRIDGE, GA.
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
GA
07/21/2021 - Present
LPL Financial LLC (STOCKBRIDGE GA)
GA
10/20/2011 - 07/21/2021
WADDELL & REED (ALPHARETTA GA)
GA
12/11/2000 - 11/17/2011
CONTINENTAL INVESTORS SERVICES, INC. (STOCKBRIDGE GA)
IA
Issued 03/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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