Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Scipio is a registered investment advisor representative with Kovack Advisors, Inc. Terry has been in the financial services industry since 2009. Terry is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC). Terry has experience in providing financial planning, portfolio management, and selection of other advisors. Terry has worked at a number of firms including LPL Financial LLC, Park Avenue Securities LLC, Northwestern Mutual Investment Services, LLC and NYLIFE Securities LLC.
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.
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.
1
2
FL
02/09/2023 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
SC
01/03/2022 - 10/17/2022
LPL FINANCIAL LLC (N CHARLESTON SC)
SC
05/24/2018 - 01/19/2022
PARK AVENUE SECURITIES LLC (MT PLEASANT SC)
SC
07/10/2013 - 01/03/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHARLESTON SC)
SC
12/18/2012 - 03/08/2013
NYLIFE SECURITIES LLC (N CHARLESTON SC)
SC
07/10/2009 - 12/31/2010
PFS INVESTMENTS INC. (COLUMBIA SC)
IA
Issued 04/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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