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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Powell, JR is a financial professional with over 25 years of experience in the industry. Terence is currently registered with Ameriprise Financial Services, LLC. Terence is also registered in Illinois, Kentucky, Tennessee and Texas. Terence has a wide range of experience, including previous roles with CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., CHASE INVESTMENT SERVICES CORP., and FIRST COMMAND FINANCIAL PLANNING, INC. Terence has held various designations, including Series 6, 7, 24, 26, 63, and 65 licenses. Terence specializes in providing financial planning services and asset allocation services for individual and business clients.
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.
Asset allocation services
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.
1
2
TX
05/09/2022 - Present
Ameriprise Financial Services, LLC (Live Oak TX)
CA
06/20/2016 - 06/28/2021
CUSO FINANCIAL SERVICES, L.P. (SANTA ROSA CA)
IL
11/12/2012 - 06/29/2016
LPL FINANCIAL LLC (CHICAGO IL)
IL
05/12/2010 - 11/16/2012
CUNA BROKERAGE SERVICES, INC. (CHICAGO IL)
IL
10/27/2005 - 05/05/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
12/23/1996 - 10/13/2005
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 12/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2018
Series 24 - General Securities Principal Examination
BC
Issued 07/01/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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