Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Allan Jackson is a financial professional with over 24 years of experience in the financial services industry. Terry has been registered with Citigroup Global Markets Inc. since 2007. Prior to that, Terry was registered with CITICORP INVESTMENT SERVICES, PRUCO SECURITIES CORPORATION, PRUDENTIAL SECURITIES INCORPORATED, and DEAN WITTER REYNOLDS INC. Terry is licensed to provide financial advice in all 50 states. Terry specializes in asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses. Terry holds the Series 7, 9, 10, 31, and 63 licenses as well as the SIE and Series 65 licenses. Terry is a valuable resource for investors seeking comprehensive financial advice.
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.
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.
Asset allocation advice
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.
1
2
NY
05/29/2007 - Present
Citigroup Global Markets Inc. (Long Island NY)
NY
03/21/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
NJ
06/29/1998 - 02/29/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NY
06/30/1998 - 10/05/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/24/1997 - 05/21/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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