Terry Krueger is Branch Manager for the Tulsa, Oklahoma TD Ameritrade branch, where he has worked since 2009. He and his team provide financial assistance and strategic guidance to clients they serve at the Tulsa branch. Terry and his team take time to understand each client’s goals and what is important to them, then provide a road map to help clients pursue their financial goals. He holds the Series 7, 63, 66, and 24 securities licenses.
It’s tough to set financial goals and start an investing plan, but it’s important to do. Here’s some general information that can help start your research.
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