Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Lo is a financial advisor with Wells Fargo Advisors Financial Network, LLC, a firm headquartered in St. Louis, MO. Terence has been working in the financial industry since 1995, providing financial advice and services to clients in various sectors. Terence holds several licenses and certifications, including Series 6, 7, 63, 65 and 26. Currently, Terence has active registrations in several states and offers a wide range of advisory services including financial planning, pension consulting, investment consulting services to institutional clients, and portfolio management for individuals and businesses.
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.
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2
CA
09/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (PASADENA CA)
CA
01/03/2011 - 09/05/2023
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
12/16/1996 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
02/23/1996 - 12/09/1996
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
CA
01/20/1996 - 02/01/1996
FINANCE 500, INC. (IRVINE CA)
CA
03/14/1995 - 01/12/1996
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
GA
11/02/1994 - 02/06/1995
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 02/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 11/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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