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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 Lynn Norris is an investment advisor representative with Osaic Wealth, Inc. and Norris Financial Group, LLC. Terry has been in the financial industry since 1984. Terry's firm provides financial planning, educational seminars, and portfolio management services to individuals, businesses, and institutions. Terry has been registered with FINRA since 1985. Terry has also been registered with the states of Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Louisiana, Massachusetts, Mississippi, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Vermont, Virginia, and West Virginia.
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.
1
2
SC
05/29/2019 - Present
Osaic Wealth, Inc. (GREENVILLE SC)
NA
02/15/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/02/1988 - 02/17/1989
SWAN SECURITIES INC.
NA
11/26/1986 - 10/31/1988
HIBBARD BROWN & CO., INC.
NA
02/03/1986 - 02/02/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
06/19/1985 - 12/03/1986
HIBBARD-BECK, INC.
NA
08/11/1977 - 05/10/1978
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY
BOTH
Issued 07/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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