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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Christopher Jaeger is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Elmwood Park, Illinois. Terry Jaeger has been in the financial services industry since December 1989. Terry Jaeger is registered with the state of Illinois as an investment advisor representative. Terry Jaeger offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Terry Jaeger is also registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative, municipal securities representative, and investment company/variable contracts representative. Terry Jaeger is also a principal for Raymond James Financial Services, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (ELMWOOD PARK IL)
IL
12/20/1989 - 06/28/1999
INVESTMENT NETWORK, INC. (FRANKLIN PARK IL)
IA
Issued 08/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/02/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1990
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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