Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Dale Sherrill has been in the financial industry since October 15, 2000. Terry is currently registered with Ameriprise Financial Services, LLC in California and Texas. Terry is also registered in 40 states and has held licenses with A.G. Edwards & Sons, Inc., Morgan Stanley DW Inc., MML Investors Services, Inc. and IDS Life Insurance Company. Terry has passed the Series 7, Series 31, Series 63, Series 65 and Series 66 exams. Terry specializes in providing asset allocation services, financial planning, educational seminars, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation 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.
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2
CA
06/19/2015 - Present
Ameriprise Financial Services, LLC (Roseville CA)
MN
04/26/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
09/04/2001 - 04/26/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/02/2000 - 06/21/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
05/09/2001 - 06/12/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/20/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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