Brandy L. Terry
Professional summary
Brandy Linn-marie Terry, who also goes by Brandy Linnmarie Maiwald, Brandy Linnmarie Terry, Brandy L Terry, is a registered financial professional currently at J.W. COLE FINANCIAL, INC. located in Tampa, Florida.
Brandy is registered as a RR (Registered Representative) and started their career in finance in 1998. Brandy has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 10 and Series 9 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Brandy Linn-marie Terry's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 10, 2026 - Present
J.W. COLE FINANCIAL, INC.
Office #1: 4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634February 14, 2024 - May 7, 2026
MORGAN STANLEY
January 6, 1998 - February 6, 2024
CHARLES SCHWAB & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/10/2026)
(8/10/2026)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
J.W. COLE FINANCIAL, INC.
CRD#: 124583 / SEC#: , 8-65698
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 1 |
| Arbitration | 1 |
Red Flags
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