Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Estes is a financial advisor with Steward Partners Investment Advisory, LLC based in Monroe, North Carolina. Terry has over 23 years of experience in the financial services industry and is a Certified Financial Planner. Terry is also registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, and 66 licenses. Prior to joining Steward Partners, Terry was a financial advisor with Raymond James Financial Services, Inc. and Edward Jones. Terry is passionate about helping clients achieve their financial goals and provides a variety of services including financial planning, investment management, and retirement planning. Terry is committed to providing personalized service to each client and believes in building long-term relationships.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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NC
03/26/2024 - Present
Steward Partners Investment Advisory, LLC (MONROE NC)
NC
10/14/2021 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Monroe NC)
NC
01/12/2000 - 10/15/2021
EDWARD JONES (MONROE NC)
BOTH
Issued 2/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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