Terry Charles Seely

Current Employers

Employment History

• 08/2012 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → 12/2017
  Cetera Advisors Llc
  Denver, CO
• 12/2017 → 10/2024
  Cetera Financial Specialists, Llc
  Schaumburg, IL
• 12/2017 → 10/2024
  Cetera Investment Advisers, Llc
  Schaumburg, IL
• 01/2005 → Present
  Capital Ideas, Llc
  Grand Rapids, MI
• 01/2005 → 01/2023
  Dave Zylstra Agency, Inc
  Grand Rapids, MI
• 01/2005 → Present
  Michigan High School Athletic Association
  East Lansing, MI
• 07/2018 → 10/2024
  Delong & Brower, Pc
  Grand Rapids, MI
• 01/2023 → Present
  Navsav
  Grand Rapids, MI
• 10/2024 → Present
  Fiduciary Financial Advisors
  Grand Rapids, MI

Previous Registrations

• 2017-12-20 → 2024-10-24
  Cetera Investment Advisers Llc
  Holland, MI
  Grand Rapids, MI
  Holland, MI
• 2016-10-03 → 2017-12-22
  Cetera Advisors Llc
  Grand Rapids, MI
• 2012-08-23 → 2016-10-03
  Investors Capital Corp.
  Grand Rapids, MI
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
  Lynnfield, MA
• 2005-10-31 → 2012-08-24
  Osaic Services, Inc.
  Grand Rapids, MI
• 2001-02-08 → 2005-10-31
  Sunamerica Securities, Inc.
  Grand Rapids, MI

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE 2) NAME OF OTHER BUSINESS: NAVSAV ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SALES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SALES, LIFE, FIXED ANNUITIES AND DISABILITY SPECIALIST; 3) MICHIGAN HIGH SCHOOL ATHLETIC ASSOCIATION, REGISTERED BASKETBALL OFFICIAL, ADDRESS EAST LANSING, MI, SEASONAL (WINTER/SPRING) 6-8H/WEEK, SINCE 2005. 4) NAME OF OTHER BUSINESS: CAPITAL IDEAS, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE SALES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-22
• S63 Uniform Securities Agent State Law Examination
  1991-01-08