Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry D. Holtsclaw is a financial advisor currently registered with Cambridge Investment Research Advisors, Inc. Terry has over 17 years of experience in the financial industry. Terry's previous experience includes roles at FSC Securities Corporation, LPL Financial LLC, LPL Financial Corporation, Securities America, Inc., and Edward Jones. Terry holds Series 63, 66, 7, and SIE licenses. Terry is also registered in Florida, Georgia, Illinois, Missouri, and New Mexico.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MO
10/04/2019 - Present
Cambridge Investment Research Advisors, Inc. (St. Louis MO)
MO
04/18/2011 - 10/10/2019
FSC SECURITIES CORPORATION (ST. LOUIS MO)
MO
11/14/2008 - 04/27/2011
LPL FINANCIAL LLC (CHESTERFIELD MO)
MO
11/30/2007 - 11/05/2008
LPL FINANCIAL CORPORATION (BRIDGETON MO)
MO
03/30/2007 - 09/17/2007
SECURITIES AMERICA, INC. (EUREKA MO)
MO
05/23/2006 - 11/29/2006
EDWARD JONES (BRIDGETON MO)
BOTH
Issued 12/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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