Terri Shiver, financial advisor Jacksonville FL
93 score

Terri Shiver

CRD Number: 1371066
Current Firm: Charles Schwab & Company, Inc.

Terri Shiver (CRD# 1371066) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Jacksonville, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Savannah, GA Feb 2005 - Current 12
Charles Schwab & Company, Inc. Savannah, GA Mar 1994 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Terri F. Shiver
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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