Heather Marie Terry

CRD 4774400 · Charles Schwab & Co., Inc. · Omaha, NE

IA RegisteredBroker

Also appears in the source record as: Heather Marie Freyer; Heather Marie Jorgensen

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): SIESeries 7Series 66
Registered states (1): Nebraska
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Omaha, NE · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Omaha, NE · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Omaha, NE · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Omaha, NE · IA capacity

start not retrieved → present
Td Ameritrade, Inc.
Omaha, NE · BC capacity

Apr 22, 2006 → Feb 20, 2023
Td Ameritrade, Inc.
Omaha, NE · IA capacity

Jan 11, 2008 → Oct 14, 2022
Td Ameritrade Investment Management, LLC
Omaha, NE · IA capacity

Jan 11, 2008 → Jan 4, 2019
Ameritrade, Inc.
Bellevue, NE · BC capacity

Jan 26, 2006 → Apr 22, 2006

Source & corrections

Where this page comes from

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