Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Leshaun Smith is a financial advisor with over 15 years of experience in the industry. Terry has held previous roles at MML Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Terry currently holds Series 6, 7, 63, and 66 licenses. Terry is registered with Stonex Securities Inc. and Stonex Financial Inc.
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
AL
07/23/2024 - Present
Stonex Securities Inc. (BIRMINGHAM AL)
AL
05/06/2021 - 09/14/2023
MML INVESTORS SERVICES, LLC (Birmingham AL)
AL
05/26/2011 - 05/02/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
06/17/2008 - 04/15/2011
WELLS FARGO ADVISORS, LLC (BESSEMER AL)
BOTH
Issued 09/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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