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TA

Terry M. Anderson

AE FINANCIAL SERVICES
CANTONMENT , FL 32533-5804
Some features on this profile are disabled
CRD#: 1063289
TA
Terry M AndersonAE FINANCIAL SERVICES

Professional summary

Terry M Anderson, who also goes by Terry M Anderson Sr, Terry Mcintosh Anderson Sr, Terry Mcintosh Anderson, is a registered financial professional currently at AE FINANCIAL SERVICES, LLC located in Cantonment , Florida.

Terry is registered as a RR (Registered Representative) and started their career in finance in 1983. Terry has worked at 7 firms and has passed the SIE and Series 6 exams.

Aliases

Terry M Anderson Sr | Terry Mcintosh Anderson Sr | Terry Mcintosh Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Terry M Anderson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 13, 2026 - Present

AE FINANCIAL SERVICES, LLC

Office #1: 3210 S Highway 95a, Cantonment , FL 32533-5804
BD
CRD#: 298608
CANTONMENT , FL
Past

July 13, 2017 - July 10, 2026

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Cantonment, FL
Past

October 15, 2014 - July 13, 2017

KOVACK SECURITIES INC.

BD
CRD#: 44848
Cantonment, FL
Past

May 3, 2005 - October 15, 2014

RESOURCE HORIZONS GROUP LLC

BD
CRD#: 104368
CANTONMENT, FL
Past

January 1, 2004 - May 3, 2005

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
SCHAUMBURG, IL
Past

February 13, 2001 - January 1, 2004

CAPITAL BROKERAGE CORPORATION

BD
CRD#: 10465
GLEN ALLEN, VA
Past

August 22, 1983 - February 7, 2001

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/13/2026)

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/19/1983
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AF
AE FINANCIAL SERVICES, LLC
AE FINANCIAL SERVICES, LLC

CRD#: 298608 / SEC#: , 8-70214

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Phone number
(866) 363-9595
Established
Kansas since 08/14/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
AE FS HOLDINGS, LLCOWNER
CALLANAN, DAVID JAMESCHIEF EXECUTIVE OFFICER4237166
GOCHENOUR, JOLENE KAYFINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER6728358
PIERSON, MELISSA KAYCHIEF COMPLIANCE OFFICER1685017
SCHOLZ, SHAWNPRESIDENT2891167
WOLFE, DAVID ROBBGENERAL COUNSEL AND SECRETARY6603373

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AE FINANCIAL SERVICES, LLC

CRD#: 298608Cantonment , FL 32533-5804

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