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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 Harrell is a financial advisor with Voya Financial Advisors, Inc., a firm that has been in business for over 100 years. Terry has been in the industry since 1983. Terry has a long and successful career in financial services. Terry is registered to provide investment advice in 54 states and holds multiple securities licenses, including Series 6, 7, 24, 26, and 66. Terry is a Registered Representative and Investment Advisor Representative for Voya. Terry has experience working with individual clients, corporations and charitable organizations. Terry specializes in retirement planning, college savings, and estate planning. Terry 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/23/2019 - Present
Voya Financial Advisors, Inc. (Columbus OH)
OH
01/24/2000 - 01/31/2011
ING FINANCIAL ADVISERS, LLC (COLUMBUS OH)
CT
04/03/2000 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
TX
11/05/1997 - 01/12/2000
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/05/1983 - 01/12/2000
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 05/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/14/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/02/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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