Unclaimed
Terry Dean Ellis is an Investment Advisor Representative at Greenbelt Investment Advisors, LLC. Terry has over 20 years of experience in the financial services industry. Terry is registered with the state of Texas as an Investment Advisor Representative. Terry has a Series 63, 65 and 66 license. Terry specializes in providing financial planning and portfolio management services to individuals and families. Terry previously worked at Evolve Securities, Inc., AFS Brokerage, Inc. and Transamerica Financial Advisors, 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.
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.
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2
TX
12/14/2010 - Present
Greenbelt Investment Advisors, LLC (ROUND ROCK TX)
TX
04/30/2008 - 12/14/2010
EVOLVE SECURITIES, INC. (DALLAS TX)
TX
01/02/2008 - 04/30/2008
AFS BROKERAGE, INC. (AUSTIN TX)
TX
07/17/2000 - 12/31/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (AUSTIN TX)
MA
01/28/1997 - 07/14/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
CA
02/19/1993 - 02/11/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 03/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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