linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Terry Michael Birney

Chelsea Financial Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terry? Claim Your Profile

About Terry Michael Birney

Terry Birney is a financial advisor who has been in the financial services industry since 1984. Terry is currently registered with Chelsea Financial Services and has previously worked at Kovack Securities Inc., Raymond James Financial Services, Inc., Uvest Financial Services Group, Inc., Linsco/Private Ledger Corp., Royal Alliance Associates, Inc., MML Investors Services, Inc., G. K. Scott & Co., Inc., Hanifen, Imhoff Securities Corp., Graystone Nash, Inc., and First Jersey Securities, Inc..

Firm Information

Terry Birney is currently registered with Chelsea Financial Services. Chelsea Financial Services is a corporation formed on May 5, 1999. The firm is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terry Birney’s Registration & Firm History

NY

01/14/2021 - Present

Chelsea Financial Services (STATEN ISLAND NY)

FL

10/24/2006 - 01/05/2021

KOVACK SECURITIES INC. (West Palm Beach FL)

FL

09/23/2005 - 10/03/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOCA RATON FL)

NC

11/12/2004 - 08/23/2005

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

SC

12/14/2000 - 11/18/2004

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

AZ

01/17/1994 - 03/20/2001

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

MA

09/22/1989 - 01/21/1994

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NY

02/06/1989 - 08/08/1989

G. K. SCOTT & CO., INC. (PLAINVIEW NY)

NA

01/06/1989 - 01/30/1989

HANIFEN, IMHOFF SECURITIES CORP.

NA

02/26/1986 - 01/18/1989

GRAYSTONE NASH, INC.

NA

10/20/1983 - 02/28/1986

FIRST JERSEY SECURITIES, INC.

Not sure if Terry Michael Birney is right for you?

Licenses & Designations

BC

Issued 07/30/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Terry Michael Birney. Review regulatory record here.
Not sure if Terry Michael Birney is right for you?