Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Charles Seely has been a financial advisor for over 30 years. Terry is currently registered with Fiduciary Financial Advisors and provides financial planning and portfolio management services to individuals, families, and businesses. Prior to joining Fiduciary Financial Advisors, Terry was a financial advisor at Cetera Advisors LLC and Investors Capital Corp. Terry is licensed to offer securities and investment advice in Arizona, Florida, Michigan, Ohio, Tennessee, Texas, and other states. Terry is also a registered basketball official with the Michigan High School Athletic Association.
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.
Personalized portfolio management to meet individual financial objectives.
Corporate employee education services
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.
1
2
MI
10/18/2024 - Present
Fiduciary Financial Advisors (GRAND RAPIDS MI)
MI
10/03/2016 - 12/22/2017
CETERA ADVISORS LLC (GRAND RAPIDS MI)
MI
08/21/2012 - 10/03/2016
INVESTORS CAPITAL CORP. (GRAND RAPIDS MI)
MI
10/31/2005 - 08/24/2012
SAGEPOINT FINANCIAL, INC. (GRAND RAPIDS MI)
AZ
02/08/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
01/02/1998 - 02/08/2001
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
07/31/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
11/01/1990 - 07/03/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
IA
Issued 06/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Seely is the right advisor for you? Invested Better is here to help.
