Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Stoor is a financial advisor with Fidelity Personal And Workplace Advisors. Terry has over 25 years of experience in the financial services industry. Terry is registered with the state of Georgia and Texas. Terry is a CERTIFIED FINANCIAL PLANNER™. Terry specializes in providing financial advice to individuals, businesses, and pension and profit-sharing plans. Terry is committed to helping clients achieve their financial goals.
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.
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
GA
08/06/2020 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
GA
12/09/2019 - 06/05/2020
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
10/30/2018 - 04/12/2019
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
GA
11/06/2017 - 10/08/2018
PEACHCAP SECURITIES, INC. (ATLANTA GA)
GA
06/15/2017 - 11/16/2017
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. (MCDONOUGH GA)
GA
01/03/1996 - 05/11/2016
CHARLES SCHWAB & CO., INC. (ATLANTA GA)
WI
02/26/1994 - 12/01/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
MN
02/12/1993 - 02/04/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/12/1993 - 02/04/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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