Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Charles Wiles is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 27 years of experience in the industry. Terence has been registered with the firm since November 2013. Before joining Raymond James, Terence was registered with LPL FINANCIAL LLC from October 2005 to November 2013. Terence is licensed in 25 states and holds the Series 6, 7, 24, 63, and 65 licenses. Terence provides financial planning, portfolio management, and other advisory services to a wide range of clients. He is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
02/09/2023 - Present
Raymond James Financial Services Advisors, Inc. (CARY NC)
NC
10/27/2005 - 11/14/2013
LPL FINANCIAL LLC (CARY NC)
NC
06/13/2001 - 11/01/2005
EDWARD JONES (CARY NC)
PA
09/03/1996 - 05/23/2001
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
NJ
02/11/1992 - 09/26/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/11/1992 - 09/26/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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