Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrie? Claim Your ProfileTerrie Lynn Strawska is a registered representative of UBS Financial Services Inc. Terrie has been in the industry since 1991. Terrie is licensed to provide investment advice in Arizona, California, Connecticut, Florida, Georgia, Illinois, Indiana, Michigan, Nevada, New York, Ohio, and Texas. Terrie specializes in providing financial advice to individuals, families, and businesses. Terrie can help with a wide range of financial needs, including retirement planning, college savings, estate planning, and investment management. Terrie has experience working with clients of all levels of wealth and experience. Terrie is committed to providing her clients with personalized financial advice and services. Terrie works with individuals, families, and businesses to develop financial plans that meet their unique needs and goals. Terrie is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Terrie is also a member of the Michigan Association of Registered Representatives (MARR).
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.
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.
See schedule d - miscellaneous
1
2
MI
07/20/2012 - Present
UBS Financial Services Inc. (BIRMINGHAM MI)
MI
11/22/1991 - 07/24/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
BOTH
Issued 10/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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