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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 Alexander Wheeler is a financial advisor who has been in the industry since September 7, 1996. Terry is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been with the firm since January 2014. Terry has a wide range of experience in the financial services industry, having worked for several other firms prior to joining Merrill Lynch. Terry holds a Series 7, Series 24, Series 63, and Series 65 licenses, and is registered in multiple states. Terry specializes in providing investment advisory services to individuals, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
IN
01/16/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EVANSVILLE IN)
IN
03/28/2007 - 01/24/2014
INVESTORS CAPITAL CORP. (EVANSVILLE IN)
IN
08/02/2005 - 04/12/2007
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
NC
08/20/2003 - 07/13/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
OH
08/20/1996 - 09/10/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
06/12/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
Issued 07/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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