Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry McCormick is a financial advisor at Raymond James Financial Services Advisors, Inc. Terry has been in the financial services industry since April 1983. Terry specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. Terry is registered with the Securities and Exchange Commission (SEC) and holds the Series 3, 7, 9, 10, 31, and SIE licenses. Terry is also a registered investment advisor in Iowa and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IA
08/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (WEST DES MOINES IA)
IA
03/18/1998 - 06/27/2007
RAYMOND JAMES & ASSOCIATES, INC. (WEST DES MOINES IA)
TX
08/18/1992 - 04/28/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
04/19/1988 - 08/24/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/07/1988 - 09/09/1988
SHEARSON LEHMAN HUTTON INC.
NA
04/19/1983 - 03/07/1988
E. F. HUTTON & COMPANY INC
BC
Issued 05/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1983
Series 3 - National Commodity Futures Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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