Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry M. Burstein is a financial advisor registered with Oneamerica Securities, Inc. and has been in the financial services industry for over 10 years. Terry is a Series 6, 7, 24 and 63 licensed professional. In addition to providing financial advice, Terry also offers financial planning services, pension consulting, educational seminars, and selection of other advisors. Terry works with a range of clients, including individuals, families, and businesses. Terry is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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2
IN
03/02/2021 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
MO
10/09/2019 - 02/19/2021
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
09/27/2019 - 02/19/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
02/26/2018 - 08/23/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
03/08/2016 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
08/29/2014 - 01/09/2015
NYLIFE SECURITIES LLC (CREVE COEUR MO)
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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