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 Whitney is a financial advisor with over 28 years of experience in the financial services industry. Terry has a Series 63 and Series 7 license and holds a Series 31 and Series 65. Terry is registered with LPL Financial LLC and has offices in Kingwood, TX. Terry's previous experience includes working with Morgan Keegan & Company, Inc., Sanders Morris Mundy Inc., and Olde Discount Corporation.
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.
1
2
TX
09/30/2020 - Present
LPL Financial LLC (KINGWOOD TX)
TN
05/17/1996 - 03/31/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TX
10/10/1994 - 06/03/1996
SANDERS MORRIS MUNDY INC. (HOUSTON TX)
MI
11/03/1993 - 10/24/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Whitney is the right advisor for you? Invested Better is here to help.
