Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry McDonald is a financial advisor with over 10 years of experience in the industry. Terry is currently registered with Raymond James Financial Services Advisors, Inc. in Texas and Colorado. Terry previously worked at Comerica Securities and Edward Jones. Terry provides financial planning, portfolio management, and other investment-related services to individuals, businesses, and institutions. Terry specializes in providing investment advice to high-net-worth individuals and families.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
09/18/2023 - Present
Raymond James Financial Services Advisors, Inc. (Dallas TX)
TX
06/03/2014 - 08/08/2023
COMERICA SECURITIES (DALLAS TX)
TX
01/25/2013 - 08/29/2013
EDWARD JONES (DALLAS TX)
BOTH
Issued 02/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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