Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lynn Gerber is a financial professional with over 40 years of experience in the industry. Terry Lynn has been registered with the state of Kansas as an investment advisor representative since 2007. Previously, Terry Lynn worked at Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin, from 1999 to 2002. Terry Lynn is currently registered with Northwestern Mutual Investment Services, LLC and is located in Wichita, Kansas. Terry Lynn Gerber holds Series 6 and Series 63 licenses. Terry Lynn Gerber is a Chartered Financial Consultant.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
KS
07/16/2007 - Present
Northwestern Mutual Investment Services, LLC (WICHITA KS)
WI
02/25/1999 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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