Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Coapstick is a financial advisor with over 30 years of experience in the industry. Terry has been registered with GWN Securities Inc. since August 2019. Terry has previously worked with firms such as Ameritas Investment Corp., CCF Investments, Inc., The Leaders Group, Inc., and PFS Investments Inc. Terry is a registered Investment Advisor and Securities Agent in multiple states. Terry is also a licensed insurance agent and holds several professional designations. Terry specializes in providing financial planning, investment management, and insurance services to individual investors and businesses. Terry is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
08/15/2019 - Present
GWN Securities Inc. (MERRITT ISLAND FL)
FL
06/15/2017 - 08/08/2019
AMERITAS INVESTMENT CORP. (Merritt Island FL)
FL
01/04/2006 - 06/23/2017
CCF INVESTMENTS, INC. (MERRITT ISLAND FL)
CO
06/10/2003 - 12/31/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
GA
05/08/1990 - 05/30/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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