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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 Dee Higdon is a financial advisor in Louisville, Kentucky. Terry is registered with the state of Kentucky as an Investment Advisor Representative. Terry is currently employed by AE Wealth Management, LLC, and previously worked at Ameritas Investment Corp. Terry's experience in the financial services industry began in September of 2012. Terry has passed the Series 6, Series 63, and Series 65 exams. Terry has a designation of "Insurance Sales" from Asset Preservation Group, LLC. Terry specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and businesses.
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.
A percentage of the total value of assets under management is charged.
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KY
10/23/2023 - Present
AE Wealth Management, LLC (Louisville KY)
KY
09/15/2014 - 01/23/2018
AMERITAS INVESTMENT CORP. (Louisville KY)
IA
Issued 08/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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