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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 Grambo is a financial advisor with Cetera Investment Advisers LLC. Terry is a registered investment advisor in the state of Washington. Terry is also registered as a broker in 16 states, including Arizona, California, Colorado, Delaware, District of Columbia, Florida, Hawaii, Idaho, Montana, Nevada, North Dakota, Oklahoma, Oregon, Utah, Washington, and Wisconsin. Terry is a seasoned professional with experience in the financial services industry since January 13, 1995. Before joining Cetera Investment Advisers LLC, Terry was an affiliated person for Financial Network and a partner at Mandatory LLP. Terry also provides notary 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.
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.
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
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (LONGVIEW WA)
FL
01/04/1999 - 12/14/2001
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/21/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/14/1995
Series 11 - Assistant Representative-Order Processing Qualification Exam
BC
Issued 12/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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