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 Zachary has been in the financial services industry since February 8, 2003. Terry is currently registered with Primerica Brokerage Services, Inc. Terry has been with Primerica Brokerage Services, Inc. since January 18, 2024. Terry is also registered with PFS Investments Inc. and has been with that firm since February 13, 2013. Terry previously worked with PFS Investments Inc. from July 5, 1988 to July 9, 1998. Terry holds the following licenses: Series 6, Series 26, Series 27, SIE, and Series 99TO.
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
GA
01/18/2024 - Present
Primerica Brokerage Services, Inc. (DULUTH GA)
GA
07/05/1988 - 07/09/1998
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 04/29/1996
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/15/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Zachary is the right advisor for you? Invested Better is here to help.
