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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cuaduana? Claim Your ProfileCuaduana Paul Terry is a financial advisor with over 20 years of experience in the industry. Cuaduana Paul Terry is registered with Wells Fargo Clearing Services, LLC in Virginia and Texas. Cuaduana Paul Terry previously worked at PNC Investments and AXA Advisors, LLC. Cuaduana Paul Terry holds Series 63, 65, 7 and SIE licenses. Cuaduana Paul Terry provides financial planning, investment consulting services to institutional clients, and portfolio management for individuals and businesses. Cuaduana Paul Terry has experience working with a wide range of clients, including high-net-worth individuals, corporations, pension plans, charitable organizations, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
09/19/2013 - Present
Wells Fargo Clearing Services, LLC (LEESBURG VA)
DC
11/25/2008 - 09/04/2013
PNC INVESTMENTS (WASHINGTON DC)
VA
08/16/1999 - 10/22/2008
AXA ADVISORS, LLC (FALLS CHURCH VA)
NY
08/16/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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