Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry William Treiber is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Terry has over 30 years of experience in the financial services industry. Terry's specializations include Retirement Planning, Education Planning, College Savings, Asset Allocation, Mutual Funds, Annuities, Life Insurance, and Long Term Care. Terry is located in Raleigh, NC and has offices in Raleigh and Charlotte.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
09/09/2013 - Present
Cambridge Investment Research Advisors, Inc. (Raleigh NC)
NC
06/01/2009 - 08/14/2013
MORGAN STANLEY (RALEIGH NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RALEIGH NC)
NC
09/29/2006 - 04/02/2007
MORGAN STANLEY DW INC. (RALEIGH NC)
NC
02/01/2000 - 10/04/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
MA
10/28/1998 - 01/19/2000
FULCRUM FINANCIAL ADVISORS, INC. (BOSTON MA)
NY
08/17/1998 - 11/09/1998
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MN
08/06/1993 - 03/31/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/06/1993 - 03/31/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2013
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 08/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 3 - National Commodity Futures Examination
BC
Issued 05/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Treiber is the right advisor for you? Invested Better is here to help.
