Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Donald Verax is a financial advisor registered with Fidelity Personal And Workplace Advisors. Terry has over 12 years of experience in the financial services industry. Terry holds a Series 6, 7, 9, 10, 63, and 66 license, and has been registered with the state of Kentucky since May 2012. Terry's current registrations are with Fidelity Personal And Workplace Advisors in Kentucky and Texas. Previously Terry was a registered representative with Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Terry specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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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2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
01/30/2009 - 02/17/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
RI
11/13/1997 - 10/30/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 06/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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