Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Steven Weissberg is a financial advisor at Northern Trust Investments, Inc. Terry has been in the financial industry since 1991. Terry has a Series 7, Series 63 and SIE licenses, and is a Chartered Financial Analyst (CFA). Terry has experience working with a variety of clients, including high-net-worth individuals, corporations, investment companies, insurance companies, charitable organizations, and pooled investment vehicles. Terry also provides transition management, overlay services, and investment research services.
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.
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.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
FL
02/17/2016 - Present
Northern Trust Investments, Inc. (WEST PALM BEACh FL)
FL
05/08/2010 - 01/15/2016
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
03/27/2006 - 05/12/2010
JESUP & LAMONT SECURITIES CORP (BOCA RATON FL)
CT
07/22/2005 - 03/06/2006
ADVEST, INC. (HARTFORD CT)
MN
11/07/2003 - 07/07/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
CT
09/09/1996 - 06/15/1999
AELTUS CAPITAL, INC (HARTFORD CT)
MA
12/21/1994 - 08/01/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CA
05/26/1988 - 02/24/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
07/26/1984 - 12/18/1986
TOWNSLEY ASSOCIATES AND COMPANY, INC.
BC
Issued 06/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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