Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Joe Terry has been in the financial services industry since 1982. Timothy Joe Terry is currently registered with Carter, Terry & Company, Inc. in Georgia, Florida and South Carolina. Timothy Joe Terry has also previously been registered with ARGENT SECURITIES, INC., PAINEWEBBER INCORPORATED, DEAN WITTER REYNOLDS INC. and FIRST JERSEY SECURITIES, INC. Timothy Joe Terry holds the Series 3, 7, 15, 24, 79TO, 99TO, and SIE licenses. Timothy Joe Terry has a total of 23 registrations including the Series 63 license, which was passed in 1982.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
05/01/2018 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
GA
05/10/1993 - 09/23/1998
ARGENT SECURITIES, INC. (ATLANTA GA)
NJ
10/15/1986 - 03/26/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
02/25/1983 - 10/23/1986
DEAN WITTER REYNOLDS INC.
NA
07/22/1982 - 02/17/1983
FIRST JERSEY SECURITIES, INC.
BC
Issued 08/11/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1986
Series 3 - National Commodity Futures Examination
BC
Issued 04/04/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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