Unclaimed
Terry Lynne Graves is a registered representative with Pacific Select Distributors, LLC. Terry has been in the securities industry since December 5, 2001 and has Series 63, SIE and Series 7 licenses. Terry is licensed to sell securities in California and Nebraska. Previously, Terry worked at EDWARD JONES in Omaha, NE and Salomon Smith Barney Inc. in New York, NY.
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
NE
02/23/2007 - Present
Pacific Select Distributors, LLC (OMAHA NE)
NE
10/25/2002 - 10/26/2006
EDWARD JONES (OMAHA NE)
NY
08/08/2001 - 10/24/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 01/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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