Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Don Daugherty is a financial advisor with over 25 years of experience. Terry is registered with American Century Investment Services Inc. and has been with the firm since 1997. Previously, Terry held positions with GWFS Equities, Inc. and J.P. Morgan Institutional Investments Inc.. Terry holds the Series 6, 7, and 63 securities licenses as well as the SIE exam. Terry is registered in 52 states and the District of Columbia.
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.
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.
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MO
09/12/2014 - Present
American Century Investment Services Inc. (KANSAS CITY MO)
KS
09/02/2014 - 09/11/2014
GWFS EQUITIES, INC. (OVERLAND PARK KS)
KS
12/12/2003 - 09/02/2014
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
MO
07/23/1997 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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