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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Nekritz is a financial advisor with Cetera Investment Advisers LLC. Terry has over 29 years of experience in the financial services industry. Terry has a Series 6, 7, 26, 63 and 65 licenses and holds a SIE exam designation. Terry has experience working with individuals, high-net-worth individuals, corporations, and other businesses. In addition to financial planning, Terry also provides pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
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2
MI
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTHFIELD MI)
MI
07/12/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Southfield MI)
MI
03/25/2017 - 07/11/2017
MML INVESTORS SERVICES, LLC (GRAND RAPIDS MI)
MI
01/14/1994 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
01/14/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GRAND RAPIDS MI)
IA
Issued 05/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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