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 Webster is a financial advisor who has been working in the financial services industry since 2006. Terry is currently registered with Bankers Life Securities, Inc. and is licensed in Oklahoma. Terry has passed the Series 6, Series 7 and Series 63 exams. Terry has experience working with clients at Proequities, Inc. and UVEST Financial Services Group, Inc.
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.
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.
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2
OK
05/26/2016 - Present
Bankers Life Securities, Inc. (TULSA OK)
OK
09/03/2010 - 05/26/2016
PROEQUITIES, INC. (TULSA OK)
OK
10/03/2006 - 04/27/2009
UVEST FINANCIAL SERVICES GROUP, INC. (TULSA OK)
BC
Issued 10/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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