Unclaimed
Terry Glenn Graham is a registered representative with PFS Investments Inc. Terry has been in the securities industry for over 20 years and has held a Series 6 license since 2000 and a Series 63 license since 1998. Terry also passed the Securities Industry Essentials (SIE) exam in 2018. Terry is currently licensed in Oklahoma, Texas, Virginia and Washington and has experience working in both Georgia and Oklahoma. Terry is a well-seasoned representative with a strong background in investment 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.
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.
A percentage of the total value of assets under management is charged.
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2
OK
01/11/2006 - Present
PFS Investments Inc. (ENID OK)
GA
02/28/2000 - 10/13/2005
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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