Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Mark Terry is a registered investment advisor representative with PFS Investments Inc. in Burien, WA. Timothy has been in the securities industry since 1986. Timothy holds Series 6, 63, 65, and 26 licenses. Timothy is registered with the states of Arizona, California, Colorado, Florida, Idaho, Indiana, Massachusetts, Missouri, Montana, Oregon, Utah, Washington, and Wisconsin.
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.
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
WA
07/29/2011 - Present
PFS Investments Inc. (BURIEN WA)
IA
Issued 04/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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