Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Nobuo Terao is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Kevin has been in the industry since September 2005 and holds licenses in California and Texas. He is a Certified Financial Planner and a Chartered Financial Analyst. Kevin has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and banking or thrift institutions. Kevin is also registered as an Investment Advisor Representative in California and Texas. He is based in Redondo Beach, California.
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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CA
01/24/2018 - Present
Wells Fargo Advisors Financial Network, LLC (REDONDO BEACH CA)
CA
05/04/2006 - 09/14/2015
TRIAD ADVISORS, INC. (REDONDO BEACH CA)
CA
09/29/2005 - 05/15/2006
SII INVESTMENTS, INC. (REDONDO BEACH CA)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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