Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry-ann? Claim Your ProfileTerry-ann Orman is a financial professional who is registered with FINRA and has been active in the industry since August 10, 2007. Terry-ann currently works at P.j. Robb Variable, LLC. Prior to that, Terry-ann worked for LPL FINANCIAL LLC, MML INVESTORS SERVICES, INC., and ICMA - RC SERVICES, INC. Terry-ann holds several licenses, including Series 6, 7, 24, 63, 65 and SIE. Terry-ann is currently registered in 23 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
NC
01/01/2020 - Present
P.j. Robb Variable, LLC (Charlotte NC)
MD
03/09/2007 - 05/04/2011
LPL FINANCIAL LLC (GAITHERSBURG MD)
MD
07/09/2001 - 03/19/2007
MML INVESTORS SERVICES, INC. (BETHESDA MD)
DC
06/14/1994 - 01/07/1997
ICMA - RC SERVICES, INC. (WASHINGTON DC)
BC
Issued 01/25/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/06/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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