Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zackary? Claim Your ProfileZackary James Terry is a financial advisor associated with Northwestern Mutual Investment Services, LLC. Zackary Terry has been in the industry since November 2019 and has held a Series 63, Series 6TO, and SIE licenses. Terry is registered in 10 states including New York, Connecticut, Florida, Georgia, Illinois, Massachusetts, New Jersey, North Carolina, Pennsylvania and Rhode Island.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
11/20/2019 - Present
Northwestern Mutual Investment Services, LLC (Albany NY)
BC
Issued 02/16/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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