Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Warren Edwards is an investment advisor representative at Womack Wealth Management, Inc.. Terry has over 18 years of experience in the financial services industry. Terry is registered with the Securities and Exchange Commission (SEC) and holds the following licenses: Series 7, Series 31, Series 66, and SIE. Terry has specialized expertise in areas such as portfolio management, financial planning, and pension consulting. Terry's professional experience includes previous roles at Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
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.
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2
NM
05/10/2018 - Present
Womack Wealth Management, Inc. (Albuquerque NM)
NM
09/04/2009 - 10/16/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Albuquerque NM)
NM
06/01/2009 - 09/08/2009
MORGAN STANLEY SMITH BARNEY (ALBUQUERQUE NM)
NM
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALBUQUERQUE NM)
NM
06/30/2004 - 04/02/2007
MORGAN STANLEY DW INC. (ALBUQUERQUE NM)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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