Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Bonnett is a financial advisor at Secure Asset Management, LLC. Terry has over 30 years of experience in the financial services industry, specializing in financial planning and portfolio management for both individuals and businesses. Terry holds multiple industry licenses and designations, including Series 66, 63, 24, 8, SIE, 3, 5, 15 and 7. Terry is a registered representative of Secure Asset Management, LLC in Indiana, Massachusetts, and Michigan.
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.
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.
Solicitor for 3rd party money managers
1
2
IN
01/07/2025 - Present
Secure Asset Management, LLC (Fishers IN)
IN
06/29/2017 - 05/09/2019
THE HUNTINGTON INVESTMENT COMPANY (INDIANAPOLIS IN)
IN
03/03/2015 - 04/28/2017
PNC INVESTMENTS (ST. CARMEL IN)
IN
08/28/1992 - 04/03/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
NY
03/04/1987 - 12/04/1990
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/01/1986 - 12/19/1986
FIRST JERSEY SECURITIES, INC.
BOTH
Issued 07/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2019
Series 24 - General Securities Principal Examination
BC
Issued 09/19/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1987
Series 3 - National Commodity Futures Examination
BC
Issued 04/02/1987
Series 5 - Interest Rate Options Examination
BC
Issued 03/26/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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