Terri W. Berrenberg
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Terri Worrell Berrenberg, who also goes by Terri Kay Berrenberg, Terri Worrell, was a registered financial professional .
Terri is a previously registered financial professional and started their career in finance in 1986. Terri had worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 3, 2006 - December 31, 2016
BERRENBERG WEALTH MANAGEMENT LLC
July 22, 1999 - December 31, 2016
SECURITIES AMERICA, INC.
June 18, 1989 - July 21, 1999
SUNAMERICA SECURITIES, INC.
January 22, 1986 - June 18, 1989
SOUTHMARK FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Exams
Current Firm
BERRENBERG WEALTH MANAGEMENT LLC
CRD#: 113888 / SEC#:
Contact information
Red Flags
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