Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Michael Pfeifer is a financial advisor registered with Edward Jones. Terry has been in the financial services industry since 1992 and has held licenses with various firms including LPL Financial Corporation and First American National Securities, Inc. Terry has a wide range of experience serving clients in Nebraska, Texas and a number of other states. Terry has a wide range of experience serving individual clients as well as pension plans, corporations, businesses, charitable organizations and investment clubs.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NE
08/26/2014 - Present
Edward Jones (GRAND ISLAND NE)
NE
08/13/1996 - 10/05/2009
LPL FINANCIAL CORPORATION (GRAND ISLAND NE)
NA
12/17/1984 - 08/30/1988
FIRST AMERICAN NATIONAL SECURITIES, INC.
BOTH
Issued 09/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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