Unclaimed
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 with over 30 years of experience in the industry. Terry has a strong background in financial planning, portfolio management, and investment advisory services. Terry is a Certified Financial Planner™ professional and holds the Series 7, Series 63, Series 65, and Series 24 licenses. Terry currently works for Cetera Investment Advisers LLC, a firm with a strong reputation for providing comprehensive financial advice to individuals, families, and businesses.
SEWICKLEY, PA
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 (SEWICKLEY 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 9/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Burton is the right advisor for you? Invested Better is here to help.
