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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Richard Burton is a financial advisor based in SEWICKLEY, PA. Terry has been working in the financial services industry since 1984. Terry is registered with Cetera Investment Advisers LLC and holds licenses to provide financial advice in Pennsylvania, West Virginia, and North Carolina. Terry holds the Series 65, Series 63, Series 24, Series 7, and SIE exams. Terry is also a Certified Financial Planner. Terry has experience working with individuals, high-net-worth individuals, corporations, businesses, pension plans, and charitable organizations.
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.
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.
1
2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (BRIDGEVILLE PA)
PA
01/09/2002 - 10/03/2016
INVESTORS CAPITAL CORP. (BRIDGEVILLE PA)
FL
01/06/2000 - 01/03/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
VA
07/30/1991 - 12/31/1999
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
MD
02/04/1986 - 09/06/1990
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
07/26/1984 - 10/02/1985
FINANCIAL ESTATE PLANNING, INC.
IA
Issued 10/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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