Unclaimed
Terrie Lynne Carpenter is a financial advisor with Allstate Financial Advisors, LLC. Terrie has been in the financial services industry since December 2013 and holds a Series 6, Series 7, and Series 66 license. Terrie is registered to provide financial advice in Arkansas, Florida, Nebraska, North Carolina, Ohio, Oklahoma, Texas, and Virginia. Terrie's previous experience includes roles with Bankers Life Securities, Inc. and ProEquities, 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.
Helps you choose top advisors aligned with your financial goals.
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.
Third party advisory fees
1
2
TX
01/24/2024 - Present
Allstate Financial Advisors, LLC (Tomball TX)
TX
05/26/2016 - 01/17/2024
BANKERS LIFE SECURITIES, INC. (RICHARDSON TX)
VA
12/16/2013 - 05/26/2016
PROEQUITIES, INC. (CHASAPEAKE VA)
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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