Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Eugene Norris is a financial advisor with over 30 years of experience in the industry. Terry is currently registered with Osaic Wealth, Inc. in Columbus, NE. Previously, Terry has held positions with Securities America, Inc., Woodbury Financial Services, Inc., Questar Capital Corporation, Girard Securities, Inc., QA3 Financial Corp., Walnut Street Securities, Inc., Ameritas Investment Corp. and Fortis Investors, Inc.. Terry is a licensed Investment Advisor Representative and a registered representative. Terry has a strong background in providing investment advice and financial planning to individuals, families, and businesses. 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.
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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NE
06/14/2024 - Present
Osaic Wealth, Inc. (COLUMBUS NE)
NE
04/15/2019 - 06/14/2024
SECURITIES AMERICA, INC. (COLUMBUS NE)
NE
03/01/2019 - 04/17/2019
WOODBURY FINANCIAL SERVICES, INC. (COLUMBUS NE)
NE
04/14/2015 - 03/01/2019
QUESTAR CAPITAL CORPORATION (COLUMBUS NE)
NE
11/02/2009 - 03/16/2015
GIRARD SECURITIES, INC. (COLUMBUS NE)
NE
02/08/2002 - 11/05/2009
QA3 FINANCIAL CORP. (COLUMBUS NE)
CA
03/22/1999 - 01/28/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NE
08/05/1997 - 03/24/1999
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MN
01/19/1996 - 08/12/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
NE
01/23/1993 - 12/31/1995
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
09/06/1990 - 12/31/1992
AMERITAS INVESTMENT CORP. (LINCOLN NE)
NE
11/21/1988 - 09/12/1990
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
IA
Issued 11/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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