Terri Pedersen

Terri has been with the firm for over 23 years, holding several key roles across operations. She served as Licensing and Registration Coordinator, managing FINRA U4/U5 registrations and terminations, tracking annual renewals and continuing education, and handling insurance licensing and sponsor appointments for the firm and advisors. For 12 years, Terri was Head Cashier, assisting with all aspects of money movement for qualified and non-qualified accounts. Most recently, she worked as an Accounting Associate, where she processed payroll, handled various accounting reconciliations, and managed accounts payable. Terri holds her FINRA Series 99 Operations Professional designation through LPL Financial and earned a bachelor’s degree in business management from Kean University.

Terri is known for her ability to adapt to new responsibilities and technology, as well as her strong customer service skills and experience across multiple areas of broker-dealer operations.

Outside of work, Terri enjoys spending time with her husband, their two daughters, and two lively rescue dogs. One of her favorite places to relax is the beach in South Carolina.