Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Holland is a financial advisor with over 40 years of experience in the financial industry. He is currently registered with Wells Fargo Clearing Services, LLC and has been associated with this firm since 2000. Prior to that, Terence Holland was associated with First Union Brokerage Services, Inc. and Oppenheimer & Co., Inc. He is a licensed financial advisor in several states, including Florida, Texas, and Alabama. Terence Holland specializes in providing financial advice to individuals, businesses, and institutions. His services include financial planning, portfolio management, and investment consulting.
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.
1
2
FL
02/13/2020 - Present
Wells Fargo Clearing Services, LLC (FORT LAUDERDALE FL)
FL
01/31/2020 - 01/31/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
10/01/2000 - 01/09/2020
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
NC
01/16/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/26/1983 - 01/16/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
04/23/1980 - 02/14/1983
HANAUER, STERN & COMPANY,INCORPORATED
NA
11/09/1977 - 10/17/1979
FIRST INTERREGIONAL EQUITY CORP.
NA
10/18/1976 - 12/10/1977
J. B. HANAUER & CO.
IA
Issued 05/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/14/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1977
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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