Andrew Oscar Terry

Current Employers

Employment History

• 09/2003 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 02/2003 → Present
  Andrew O. Terry, Pc
  Willcox, AZ
• 10/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) NAME OF OTHER BUSINESS: ANDREW O. TERRY, PC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING; START DATE: 02/2003; POSITION/TITLE/RELATIONSHIP: OWNER / CPA; APX NUMBER OF HOURS PER WEEK: 45; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND PLANNING, FINANCIAL STATEMENT PREPARATION, BOOKKEEPING, PAYROLL, LIMITED POWER OF ATTORNEY FOR IRA AND OTHER TAX MATTERS 2) TOTAL ADMINISTRATIVE SERVICES CORP, NON-INVESTMENT RELATED, 2302 INTERNATIONAL LANE, MADISON, WI, START DATE 01/17/2014, LESS THAN 1 HR/WEEK, EMPLOYEE BENEFIT REFERRAL SALES: 3) NAME OF OTHER BUSINESS: WILLCOX BOYS BASKETBALL CLUB; INVESTMENT RELATED: NO; ADDRESS: 613 SOTO STREET, WILLCOX, AZ 85643; NATURE OF BUSINESS: YOUTH SPORTS CLUB TEAM; START DATE: 06/2017; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PRESIDE OVER MEETINGS IN ABSENCE OF PRESIDENT; 4)NAME OF OTHER BUSINESS: NORTHERN COCHISE FUND; INVESTMENT RELATED: NO; ADDRESS: SIERRA VISA, AZ; NATURE OF BUSINESS: AZ COMMUNITY FOUNDATION; START DATE: 03/2013; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: VOTE ON ALL MATTERS AFFECTING THE ORGANIZATION; 5) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NOTARY SERVICES ; START DATE: 02/2003 POSITION/TITLE/RELATIONSHIP: PUBLIC NOTARY APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: NOTARY SERVICES FREE OF CHARGE TO CLIENTS ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-25
• S63 Uniform Securities Agent State Law Examination
  2003-11-20

Other Names

• Andrew Terry