Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Feeney is an active investment advisor representative at Wells Fargo Clearing Services, LLC, located in Corte Madera, CA. Terrance has been in the industry since 1985 and holds a Series 7, Series 31, and Series 63 license. Terrance also holds the SIE exam and the Series 65. He is a Certified Financial Planner. Terrance's previous experience includes working for Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and First Jersey Securities, Inc. In addition to his work as an investment advisor representative, Terrance is also the sole owner of Terry Feeney Fine Art, a company that sells fine art.
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
CA
02/13/2012 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
CA
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (SAN RAFAEL CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN RAFAEL CA)
CA
07/09/1985 - 04/02/2007
MORGAN STANLEY DW INC. (SAN RAFAEL CA)
NA
01/25/1985 - 06/28/1985
FIRST JERSEY SECURITIES, INC.
IA
Issued 05/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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