Julie  Terry,  CFP<sup>&reg;</sup> - Financial Advisor

Julie Terry, CFP®

Ameriprise Financial Services, Inc.

138 Timber Creek
Cordova, TN 38018
(901) 312-5065

General

Julie Terry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Cordova, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance: AR,MS,TN,TX
  • Health/disability insurance: AR,MS,TN
  • Fixed annuities: AR,MS,TN,TX
  • Variable annuities: AR,MS,TN,TX

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Banking, Estate Planning, Investment Management, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources