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 Nibarger is an active registered representative with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 employees and 1 million clients. Terry Lynn has been in the financial services industry since 1990. Terry Lynn specializes in providing financial planning and portfolio management services to individuals, businesses, and retirement plans.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MO
08/14/2019 - Present
Raymond James Financial Services Advisors, Inc. (CHILLICOTHE MO)
MO
11/20/2009 - 02/18/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHILLICOTHE MO)
MO
07/15/1997 - 11/19/2009
PRIMEVEST FINANCIAL SERVICES, INC. (CHILLICOTHE MO)
CA
05/10/1996 - 07/15/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MN
09/06/1990 - 05/10/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/06/1990 - 05/10/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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