Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Graham is a financial advisor with First Command Advisory Services. Terence has been in the financial industry since 2006 and has experience in both investment advising and brokerage services. Terence is registered to offer investment advice in 54 states and jurisdictions. Terence has also passed the Series 6, 7, 63, 65, and 66 exams. Terence specializes in financial planning and portfolio management for individuals and charitable organizations. First Command Advisory Services is a firm that has been in business since 1958 and has offices across the United States. They have approximately $10 billion to $50 billion in assets under management.
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.
Personalized portfolio management to meet individual financial objectives.
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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TX
09/23/2019 - Present
First Command Advisory Services (FORT WORTH TX)
TX
01/23/2006 - 10/09/2015
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
NJ
10/10/2000 - 08/28/2001
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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