Terri has over 15 years of experience in the financial services industry. She can assist you with:
• Placing a trade
• Account balances, positions and value
• Stock quotes and news
• Questions about your statement or other paperwork
• Opening a new account
• Updating your account information
• Scheduling appointments
• Deposits, withdrawals, wire and ACH transfers
• Updating your personal information (name or address change, etc.)
• Retrieving duplicate tax documents, account statements, and trade confirmations
• Check re-orders
• Setting up internet access to your account