Norman TerryCRD Number: 3153554
Current Firm: Citigroup Global Markets Inc.
Norman Terry (CRD# 3153554) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Miami, FL and has over 18 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Citigroup Global Markets Inc.||Los Angeles, CA||May 2007 - Current||10|
|Cis||Los Angeles, CA||Feb 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management22,285MILLIONS
Total Number of Accounts42,945ACCOUNTS
Average Account Value$518,927
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
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