Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Mark Pait is an investment advisor and registered representative with Tiaa-Cref Individual & Institutional Services, LLC. Terry has over 26 years of experience in the financial services industry. Terry has been registered with Tiaa-Cref Individual & Institutional Services, LLC since 2012. Terry also worked with ING Financial Partners, Inc. for a short period in 2012. Terry is also a registered representative for First Union Brokerage Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James Financial Services, Inc., and Uvest Financial Services Group, Inc. Terry has passed the Series 6, 7, 24, 51, 63, and 65 exams. Terry specializes in providing financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/03/2012 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
SC
01/13/2012 - 05/02/2012
ING FINANCIAL PARTNERS, INC. (HARTSVILLE SC)
NC
03/12/2010 - 08/19/2011
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
SC
03/16/2006 - 04/29/2009
UVEST FINANCIAL SERVICES GROUP, INC. (HARTSVILLE SC)
FL
02/11/2005 - 08/18/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
12/10/1999 - 01/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/15/1997 - 12/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
03/16/1994 - 03/17/1997
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/31/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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