Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Pasket is a financial advisor with over 20 years of experience in the financial services industry. Terry has held positions at several prominent firms, including Merrill Lynch, Wachovia Securities, and Wells Fargo Advisors Financial Network. Terry currently works for LPL Financial LLC and is registered with the state of Florida. Terry holds several licenses and certifications including Series 6, 7, 24, and 63 licenses and the SIE designation. Terry specializes in a variety of financial planning services, including retirement planning, investment management, and college savings.
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.
Consulting and other non-discretionary advisory services
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
FL
11/06/2024 - Present
LPL Financial LLC (ST AUGUSTINE FL)
FL
05/02/2016 - 05/28/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (JACKSONVILLE FL)
FL
07/10/2008 - 05/03/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
09/08/2006 - 07/14/2008
WACHOVIA SECURITIES, LLC (ORANGE PARK FL)
FL
04/05/2002 - 09/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
IN
05/31/2001 - 11/27/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/31/2001 - 11/27/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
12/22/2000 - 06/18/2001
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
03/26/1999 - 08/17/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 02/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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