Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lane Coleman is a financial professional with over 40 years of experience in the financial services industry. Terry has been registered with the Securities and Exchange Commission since 1979. Terry is currently employed by Virtue Capital Management, LLC and has been associated with this firm since April of 2016. Terry also owns Retirement Resource Group, a business that specializes in fixed annuities, life insurance and some senior health products. Terry has passed the Series 1, 7, 6, 63, and 24 examinations. Terry offers financial planning, portfolio management, and educational seminars as 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TN
05/10/2016 - Present
Virtue Capital Management, LLC (BRENTWOOD TN)
MO
11/16/2021 - 11/29/2021
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
MO
01/22/2007 - 05/27/2008
SPECTRUM CAPITAL, INC. (CHESTERFIELD MO)
MO
06/22/2004 - 05/04/2006
FSC SECURITIES CORPORATION (O'FALLON MO)
OH
04/26/2004 - 05/26/2004
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
CA
02/21/2003 - 04/27/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
CA
02/09/2001 - 02/13/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MO
07/23/1997 - 02/07/2001
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
CA
06/05/1989 - 07/29/1997
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
CA
06/20/1989 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
IA
03/10/1982 - 05/30/1989
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
01/18/1974 - 11/05/1981
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 05/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/13/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1979
Series 1 - Registered Representative Examination
Active
Inactive
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