Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Eskind is an investment advisor representative at Edward Jones. Terry has over 30 years of experience in the financial services industry. Terry specializes in working with individuals, families, and businesses. Terry is also registered as an Investment Advisor Representative in North Carolina and Texas. Terry's firm Edward Jones provides financial planning, portfolio management, and selection of other advisers services. Terry has a strong understanding of the investment landscape and is committed to helping clients achieve their financial goals.
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.
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.
See schedule d - miscellaneous
1
2
NC
08/26/2014 - Present
Edward Jones (CONOVER NC)
CO
08/18/2009 - 10/19/2009
ANDREWS SECURITIES, LLC (DENVER CO)
TX
04/14/2009 - 07/22/2009
MOODY SECURITIES, LLC (HOUSTON TX)
NC
02/01/2008 - 11/26/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SHELBY NC)
TX
08/08/2005 - 02/04/2008
HINES REAL ESTATE SECURITIES, INC. (HOUSTON TX)
VT
11/18/2003 - 08/29/2005
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
NJ
08/01/2002 - 10/23/2003
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MO
06/15/2002 - 07/25/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NC
03/31/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MO
03/06/1989 - 04/11/2000
EDWARD JONES (ST. LOUIS MO)
NA
03/25/1987 - 10/12/1987
INVESTMENT PLANNING ASSOCIATES, INC.
IA
Issued 04/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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