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NT

Nelson E. Terry

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CRD#: 2311378
NT

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.

Nelson Eugene Terry was a registered financial professional .

Nelson is a previously registered financial professional and started their career in finance in 1993. Nelson had worked at 9 firms and has passed the Series 63 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 9, 1999 - May 27, 1999

ACTION II, INC.

BD
CRD#: 46489
FALLS CHURCH, VA
Past

November 19, 1998 - July 2, 2001

AMERI-FIRST SECURITIES CORPORATION

BD
CRD#: 45289
DALLAS, TX
Past

November 17, 1998 - December 11, 1998

SELF TRADING SECURITIES, INC.

BD
CRD#: 38439
AUSTIN, TX
Past

November 20, 1997 - April 12, 2000

SUMMIT TRADING, INC.

BD
CRD#: 43160
HOUSTON, TX
Past

March 3, 1997 - February 5, 2002

SANFORD ROBERTS, INC.

BD
CRD#: 36659
MIAMI, FL
Past

February 12, 1997 - June 11, 1998

NORTHSTAR SECURITIES, INC.

BD
CRD#: 11247
DALLAS, TX
Past

August 7, 1996 - November 5, 1996

SANFORD ROBERTS, INC.

BD
CRD#: 36659
MIAMI, FL
Past

May 22, 1996 - March 24, 1998

LLOYD WADE SECURITIES INC.

BD
CRD#: 39653
DALLAS, TX
Past

January 13, 1995 - December 1, 1996

ATLANTIC PACIFIC FINANCIAL, INC.

BD
CRD#: 37067
Past

September 7, 1994 - June 10, 1996

SANFORD ROBERTS, INC.

BD
CRD#: 36659
MIAMI, FL
Past

April 14, 1993 - April 20, 1993

MAXXEL SECURITIES, INC.

BD
CRD#: 26535

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/28/1993
Uniform Securities Agent State Law Examination
Principal/Supervisory Exam

Current Firm


AI
ACTION II, INC.
ACTION II, INC.

CRD#: 46489 / SEC#: , 8-51443

BD
Terminated by SEC on 03/31/2002
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Contact information


Main Address
Mailing Address
Phone number
Established
Virginia since 02/08/2001
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HAN, DONALD SEUNGOWNER, DIRECTOR2133904

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


ACTION II, INC.

CRD#: 46489

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