Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Jones is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. in FRISCO, TX. Terry has been a registered representative in the financial services industry since 2005 and holds Series 7, 63 and 66 licenses. Terry previously worked with CITIGROUP GLOBAL MARKETS INC. and The M&A Group LLC. Terry is registered to provide investment advice in Arkansas, Colorado, Florida, Louisiana, New Mexico, Oklahoma, and Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
07/25/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
12/17/2021 - 05/01/2023
CITIGROUP GLOBAL MARKETS INC. (Irving, TX)
FL
06/04/2018 - 12/15/2020
THE M & A GROUP LLC (SARASOTA FL)
TX
04/28/2015 - 04/11/2018
PROVASI CAPITAL PARTNERS LP (DALLAS TX)
TX
04/04/2013 - 01/30/2014
EDWARD JONES (EDINBURG TX)
TX
01/26/2005 - 09/14/2006
CAPITAL FIXED INCOME GROUP, LP (AUSTIN TX)
BOTH
Issued 04/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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