Eric Jeffrey Terry

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2020 → Present
  Massmutual Life Insurance
  Mercer Island, WA
• 02/2020 → Present
  Mml Investors Services, Llc
  Mercer Island, WA
• 09/2014 → 01/2020
  Key Bank
  Bellevue, WA

Previous Registrations

• 2005-07-14 → 2006-08-02
  Chase Investment Services Corp.
  Salt Lake City, UT
  Midvale, UT

Other Businesses

(1) NAME: FLASHBACK NATION INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: I PLAY BASS AND SING IN A LOCAL COVER BAND. WE PLAY FOR WEDDINGS, CORPORATE EVENTS, PRIVATE PARTIES AND OTHER EVENTS POSITION: BAND MEMBER/ BASSIST/ VOCALIST START DATE: 01/01/2014 NO. HR/MO: 15 NO. HR/MO DURING SEC TRADING: 0 (2) NAME: PANDO CONSULTING GROUP, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: BUSINESS CONSULTING SERVICES, INCLUDING EXIT, STRATEGIC AND GENERAL OPERATIONAL GUIDANCE POSITION: CONSULTANT, COO START DATE: 12/20/2023 NO. HR/MO: 85 NO. HR/MO DURING SEC TRADING: 55 DESCRIBE DUTIES: PROVIDING GOAL SETTING AND BUSINESS COACHING SERVICES TO BUSINESS OWNERS TO MAXIMIZE THE POTENTIAL OF THEIR BUSINESSES. AREAS OF COACHING WILL INCLUDE STRATEGIC AND ORGANIZATIONAL PLANNING; LEADERSHIP DEVELOPMENT; BUSINESS IMPROVEMENT THROUGH COACHING ON STRUCTURAL, SOCIAL, HUMAN, AND CUSTOMER CAPITAL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-07
• S63 Uniform Securities Agent State Law Examination
  2020-03-12

Other Names

• Eric Jeffrey Terry
• Eric Jeffrey Terry