Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Hoover is an investment advisor representative with LPL Financial LLC in Gilbert, AZ. Terry has over 29 years of experience in the financial services industry. Terry has been registered with LPL Financial LLC since September 2019. Before joining LPL Financial LLC, Terry was registered with Stiefel, Nicolaus & Company, Incorporated in Golden Valley, MN from May 2009 to September 2019. Terry holds a Series 63, 65, 7, 31, SIE, 8, 9, and 10 license. Terry's specializations include individual investors, corporations, high net worth individuals, and retirement planning. Terry's services include financial planning, portfolio management, and investment 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
AZ
09/05/2019 - Present
LPL Financial LLC (GILBERT AZ)
MN
05/05/2009 - 09/25/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GOLDEN VALLEY MN)
MN
06/19/1998 - 05/14/2009
ROBERT W. BAIRD & CO. INCORPORATED (EDINA MN)
WI
01/11/2002 - 12/20/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NY
07/21/1993 - 06/25/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/09/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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