Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Noel Estes is a financial advisor with Steward Partners Investment Advisory, LLC. Terry is a Certified Financial Planner and has been in the industry since January 2000. Terry has experience in both financial planning and investment management. Terry has a strong commitment to serving the needs of their clients.
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 02/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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