Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry J. French is a financial advisor who has been in the industry since 2012. Terry is currently registered with LPL Financial LLC and is licensed to offer securities and investment advice in 17 states. Terry has also worked with Cetera Advisor Networks LLC and Edward Jones. Terry is a Series 66, 7 and SIE licensed advisor and offers a variety of services, including financial planning, portfolio management, and educational seminars. Terry has experience working with individuals, families, businesses, charitable organizations and pension and profit sharing plans.
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.
Consulting and other non-discretionary advisory services
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
MI
08/15/2016 - Present
LPL Financial LLC (MASON MI)
MI
04/07/2015 - 08/18/2016
CETERA ADVISOR NETWORKS LLC (JACKSON MI)
MI
01/05/2012 - 03/23/2015
EDWARD JONES (JACKSON MI)
BOTH
Issued 01/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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