Terri Shiver, financial advisor Jacksonville FL

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 37 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Savannah, GA Feb 2005 - Current 19
Charles Schwab & Company, Inc. Savannah, GA Mar 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1987
Contact Info for Terri F. Shiver
Phone Number: 415-667-7000
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
  • 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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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