Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lea Sullivan is a financial professional with over 30 years of experience in the financial services industry. Terry has worked with several firms, including Raymond James Financial Services, Inc., Newedge Securities, Inc. and Newedge Advisors. Terry is currently a registered representative with Newedge Advisors. Terry specializes in providing financial advice to individuals, corporations, charitable organizations, and pension and profit sharing plans. Terry is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
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.
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2
LA
08/02/2021 - Present
Newedge Advisors (Metairie LA)
LA
08/02/2021 - 01/26/2023
NEWEDGE SECURITIES, INC. (METAIRIE LA)
LA
04/03/1998 - 08/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (METAIRE LA)
AZ
03/21/1995 - 04/03/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
12/13/1993 - 04/10/1995
BUTTONWOOD SECURITIES, INC. (NEW YORK NY)
FL
03/26/1992 - 12/14/1993
INTERSECURITIES, INC. (ST. PETERSBURG FL)
AZ
11/19/1989 - 09/17/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/17/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/17/1989 - 03/01/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/09/1987 - 12/31/1988
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
02/04/1987 - 03/27/1987
LOWRY FINANCIAL SERVICES CORPORATION
BC
Issued 11/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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