Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Max Beeman is a financial professional with over 40 years of experience in the industry. Terry currently works at Stifel, Nicolaus & Company, Inc. in TOPEKA, KS, and previously worked at UBS FINANCIAL SERVICES INC. in TOPEKA, KS. Terry specializes in providing investment advice to individuals, businesses, and institutions. Terry holds a variety of licenses and certifications, including Series 3, 7, 10, 24, 63, and 66. Terry has a strong track record of providing high-quality financial advice to clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (TOPEKA KS)
KS
08/12/2006 - 03/21/2007
UBS FINANCIAL SERVICES INC. (TOPEKA KS)
KS
02/22/2002 - 08/12/2006
PIPER JAFFRAY & CO. (TOPEKA KS)
NY
03/23/1990 - 03/01/2002
FAHNESTOCK & CO. INC. (NEW YORK NY)
MO
12/11/1981 - 03/23/1990
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
BOTH
Issued 07/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/24/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/21/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1982
Series 3 - National Commodity Futures Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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