Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Robertson is a financial advisor with over 25 years of experience in the industry. Terry is currently registered with Raymond James & Associates, Inc. and has been with the firm since 2012. Previously, Terry worked at Raymond James Financial Services, Inc. and Morgan Keegan & Company, Inc. Terry holds several industry licenses and designations, including Series 3, 7, 16, 24, 52, 53, and 63, along with the SIE. Terry is a respected professional with a proven track record of success in helping clients reach 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.
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.
Please see note in schedule d - miscellaneous
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
TN
04/02/2012 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
FL
09/04/2012 - 04/26/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TN
09/04/2012 - 03/14/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
05/02/1997 - 04/02/2012
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 07/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2000
Series 24 - General Securities Principal Examination
BC
Issued 11/26/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 08/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/18/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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