My Profile

  • Regina Morgan

    • California, United States
    • Female
    • High School Student
    • Member Since: February 1, 2017
    • Fiduciary financial advisor About TBDS Financial Group TBDS Financial Group is a Vienna, VA financial advisory firm that focuses on educating and providing comprehensive financial planning and investment management solutions for its clients. The planning process of TBDS Financial Group has been specifically designed to be simple and easy to follow. If you’d like to clearly understand your options so that you can choose what investment strategies YOU like the best as opposed to someone telling you what to do, you might enjoy spending some time with Terry. Terry holds a Series 7, 24, 63 & 66 as well as life insurance and annuity licenses. Terry is currently studying for his Certified Financial Planner designation.
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