Unclaimed
Terry Derby is a financial advisor who has been in the industry for over 2 years, having started their career on September 24, 2021. Terry has passed the Series 7TO, SIE and Series 63 exams and is currently registered with Fidelity Brokerage Services LLC. Terry has a wide range of experience and is licensed to work in all 50 states.
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.
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.
1
2
TX
09/24/2021 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
BC
Issued 10/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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