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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 Sharma is a financial advisor with over 16 years of experience in the industry. Terence is currently registered with Cetera Investment Advisers LLC, a firm with over 166,000 clients and over $104 billion in assets under management. Terence has a strong background in providing financial planning, portfolio management, and investment advice for both individuals and businesses. Terence has held past roles with firms such as Merrill Lynch, Wells Fargo, and Citigroup, and has demonstrated expertise in a variety of financial services.
OVERLAND PARK, KS
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.
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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KS
06/29/2023 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
KS
07/17/2019 - 04/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
KS
03/23/2011 - 07/15/2019
WELLS FARGO CLEARING SERVICES, LLC (OVERLAND PARK KS)
NY
11/20/2009 - 12/17/2010
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
06/28/2006 - 11/18/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/26/2004 - 06/08/2006
CATHAY FINANCIAL INC (NEW YORK NY)
BOTH
Issued 12/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/30/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 3/22/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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