Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terek? Claim Your ProfileTerek Wilson is a financial advisor who has been in the industry since 2009. Terek is currently registered with ON Investment Management Co., and has held previous registrations with several other firms, including Waddell & Reed, Pruco Securities, LLC, and Allstate Financial Services, LLC. Terek has a strong background in financial planning and portfolio management for individuals. Terek is also a licensed life insurance agent and provides financial advice for clients in a variety of areas, including retirement planning, investment planning, and estate planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
A percentage of the total value of assets under management is charged.
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2
MO
10/24/2024 - Present
ON Investment Management Co. (Lee's Summit MO)
KS
08/31/2021 - 12/20/2022
CREATIVEONE SECURITIES, LLC (OVERLAND PARK KS)
KS
11/21/2019 - 07/28/2021
USA FINANCIAL SECURITIES CORPORATION (Overland Park KS)
IL
03/27/2018 - 10/11/2019
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
KS
08/24/2015 - 04/17/2018
ALLSTATE FINANCIAL SERVICES, LLC (Overland Park KS)
KS
04/17/2015 - 08/07/2015
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
04/17/2015 - 08/07/2015
WADDELL & REED (OVERLAND PARK KS)
KS
02/20/2014 - 02/24/2015
MONTAGE SECURITIES, LLC (OVERLAND PARK KS)
KS
10/28/2013 - 02/24/2014
PRUCO SECURITIES, LLC. (OVERLAND PARK KS)
MO
07/14/2010 - 11/04/2013
ONEAMERICA SECURITIES, INC. (LEES SUMMIT MO)
KS
05/06/2009 - 06/30/2010
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
IA
Issued 07/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/17/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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