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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lewis Timper is a financial advisor with Packerland Brokerage Services, Inc., with over 35 years of experience in the financial services industry. Terry has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. Terry holds the Series 6, 7, 26, and 63 securities licenses and is registered in several states, including Alaska, Florida, Minnesota, Pennsylvania, South Carolina, Virginia, and Wisconsin. Terry also holds a Series 63 license. Terry has experience in insurance sales as well.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WI
03/18/2003 - Present
Packerland Brokerage Services, Inc. (BEAVER DAM WI)
WI
08/29/2002 - 03/21/2003
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
WI
01/10/1992 - 08/28/2002
LISS FINANCIAL SERVICES (MILWAUKEE WI)
GA
05/07/1986 - 01/15/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 05/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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