Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Dickey is a financial advisor in Atlanta, Georgia with over 25 years of experience. Terry is currently registered with Osaic Advisory Services, LLC, and has previous registrations with Triad Advisors LLC and Wells Fargo Advisors, LLC. Terry is also a registered investment advisor, holding a Series 65 license. Terry has extensive experience in wealth management, investment management, and client contact. In addition to Terry's current registration with Osaic Advisory Services, LLC, Terry is also registered with several other state regulatory bodies, including Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Mississippi, Nevada, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia, and Wisconsin. Terry is committed to providing personalized financial advice to help individuals and families 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.
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.
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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GA
07/02/2021 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
TN
07/29/2016 - 08/23/2024
TRIAD ADVISORS LLC (Knoxville TN)
TN
11/24/2008 - 08/02/2016
WELLS FARGO ADVISORS, LLC (KNOXVILLE TN)
TN
07/27/2001 - 12/02/2008
UBS FINANCIAL SERVICES INC. (KNOXVILLE TN)
NY
05/14/1998 - 08/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/03/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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