Unclaimed
Terry Lee Flack is a financial advisor at The Leaders Group, Inc., a firm that has been in business since 2020. Terry has been in the financial services industry since 1982. Terry has experience working with a variety of clients and has a proven track record of success. Terry is registered to provide investment advice in Florida, Georgia, North Carolina, Pennsylvania, and West Virginia. Terry holds Series 6, 22, and 63 licenses, as well as the SIE exam.
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.
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.
1
2
CO
07/01/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
07/22/1998 - 07/01/2020
NATIONWIDE SECURITIES, LLC (LATROBE PA)
WI
01/09/1989 - 05/06/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/09/1989 - 05/05/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NJ
11/23/1982 - 08/14/1989
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
02/21/1982 - 08/14/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1990
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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