UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
47yrs
Terry Lee Beattie
Financial advisor at UBS Financial Services
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% by experience in Dallas
Office100 Crescent Court Suite 600, Dallas, TX 75201
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – nowUBS Financial Services Inc.Current firm
- 1983 – 2009Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Terry
Tailored to Terry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Terry
How do I contact Terry?
Call UBS Financial Services at 201-352-3000 and ask for Terry Lee Beattie. Terry works from the Dallas, TX office.
How long has Terry been a financial advisor?
Terry has been in the industry since 1980, about 47 years. Top 1% by experience in Dallas.
What licenses does Terry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terry a fiduciary?
Terry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terry paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Terry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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