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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 Joseph Gries is a financial advisor with over 15 years of experience in the industry. Terry currently holds registrations as a Registered Representative and Investment Advisor Representative. Terry is registered with LPL Financial LLC and has branch office locations in Monticello, Crosslake, Big Lake and Baxter, Minnesota. Previously Terry was a Registered Representative and Investment Advisor Representative for THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. and WELLS FARGO ADVISORS, LLC. Terry holds Series 66, SIE and Series 7 licenses and has been a Registered Representative since September 8, 2008. Terry holds registrations in 13 states, including Alaska, Arizona, California, Florida, Georgia, Iowa, Minnesota, North Carolina, North Dakota, Texas and Wisconsin. Terry's specializations include providing investment advisory services, financial planning, and pension consulting. Terry provides investment advisory services for a variety of clients, including individuals, families, businesses, and retirement plans. Terry also offers educational seminars and other non-discretionary advisory services.
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.
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2
MN
10/01/2021 - Present
LPL Financial LLC (MONTICELLO MN)
MN
11/02/2010 - 05/01/2019
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
09/09/2008 - 11/04/2010
WELLS FARGO ADVISORS, LLC (MINNETONKA MN)
BOTH
Issued 09/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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