Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Keith Schepers is a financial advisor associated with PFS Investments Inc. Terry has been in the industry since 2004 and is licensed in Mississippi and Louisiana. Terry's current location is in Flowood, MS. The advisor has experience working at American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MS
10/17/2019 - Present
PFS Investments Inc. (FLOWOOD MS)
MN
11/01/2004 - 06/23/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/01/2004 - 06/23/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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