Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Glenn Mebane is a financial advisor in DALLAS, TX. Terry has been in the financial services industry for 31 years, with registrations dating back to 1990. Terry is currently registered with Osaic Wealth, Inc. and has held past registrations with Securities America, Inc., VOYA FINANCIAL ADVISORS, INC., QUESTAR CAPITAL CORPORATION, MML INVESTORS SERVICES, LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, AIG RETIREMENT ADVISORS, INC., SAFECO INVESTMENT SERVICES, INC., MORGAN STANLEY DW INC., CAPITAL BROKERAGE CORPORATION, PRUCO SECURITIES CORPORATION, and COPELAND EQUITIES, INC. Terry has passed the Series 6, Series 63, and SIE exams. Terry also holds a registration as an Investment Advisor Representative.
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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2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (TYLER TX)
TX
12/17/2021 - 06/14/2024
SECURITIES AMERICA, INC. (TYLER TX)
TX
07/08/2015 - 12/22/2021
VOYA FINANCIAL ADVISORS, INC. (Tyler TX)
TX
03/14/2013 - 07/20/2015
QUESTAR CAPITAL CORPORATION (TYLER TX)
TX
09/27/2011 - 01/02/2013
MML INVESTORS SERVICES, LLC (ADDISON TX)
IN
10/30/2008 - 08/08/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
TX
10/08/2002 - 10/14/2008
AIG RETIREMENT ADVISORS, INC. (DALLAS TX)
MA
01/24/2002 - 10/15/2002
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/05/2001 - 01/11/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
06/04/2001 - 11/09/2001
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
VA
04/24/2001 - 06/11/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
10/28/1999 - 01/30/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/09/1998 - 08/28/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/30/1993 - 04/22/1998
COPELAND EQUITIES, INC. (SOMERSET NJ)
NJ
09/24/1990 - 08/15/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/24/1990 - 08/15/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 12/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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