Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Carlyle Johnson is an investment advisor with over 35 years of experience in the financial services industry. Terrance is currently registered with Lifemark Securities Corp. and has previously held positions at firms including THE O.N. EQUITY SALES COMPANY, CAPITAL SECURITIES INVESTMENT CORPORATION, INVEST FINANCIAL CORPORATION, VSR FINANCIAL SERVICES, INC., NORWEST INVESTMENT SERVICES, INC. and KEENAN & CLAREY, INC. Terrance specializes in providing financial planning and portfolio management services to individuals.
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.
Helps you choose top advisors aligned with your financial 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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2
MI
03/08/2021 - Present
Lifemark Securities Corp. (Livonia MI)
MN
03/22/2011 - 03/11/2021
THE O.N. EQUITY SALES COMPANY (ORONO MN)
IL
05/30/1996 - 12/31/2010
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
WI
07/11/1994 - 06/05/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
01/10/1994 - 06/03/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IL
01/15/1993 - 10/30/1993
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
IL
07/30/1992 - 12/31/1992
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
KS
09/12/1991 - 07/14/1992
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
12/17/1990 - 04/19/1991
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
WI
08/12/1985 - 12/20/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
01/25/1984 - 07/11/1985
KEENAN & CLAREY, INC.
BC
Issued 01/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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