Terry Whitney Email & Phone Number
Wealth Management Advisor at Ordos Wealth Management @ Ordos Wealth Management
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Terry Whitney Location
- Houston, TX, US
Terry Whitney Work
- Wealth Management Advisor at Ordos Wealth Management @ (September 2020 - Present)
- Financial Advisor, AIF @ (May 2003 - Present)
- Partner @ (October 2014 - September 2020)
- Financial Advisor @ Morgan Keegan (January 1995 - January 2003)
- Account Executive @ (January 1994 - January 1995)
Terry Whitney Education
- San Diego State University
BS (Finance)
1987-1992 - Grossmont College
Terry Whitney Skills
- 401k
- Asset Allocation
- Asset Managment
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Mutual Funds
- Pensions
- Personal Finance
- Portfolio Management
- Retirement
- Retirement Planning
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Uniform Combined State Law
- Wealth Management
Terry Whitney Summary
- Terry Whitney, based in Houston, TX, US, is currently a Wealth Management Advisor at Ordos Wealth Management at Ordos Wealth Management. Terry Whitney brings experience from previous roles at LPL Financial, Intrua Financial, Morgan Keegan and Sanders Morris Harris. Terry Whitney holds a 1987 - 1992 BS in Finance @ San Diego State University. With a robust skill set that includes 401k, Asset Allocation, Asset Managment, Finance, Financial Advisory and more. Terry Whitney has 2 emails and 2 mobile phone numbers on RocketReach.
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