Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Gerrod Shelton is a financial advisor with Northwestern Mutual Investment Services, LLC, working in the Milwaukee, WI branch. Terrance has been a financial professional since 2005. He has a wide range of experience with financial services and has worked with Chase Investment Services Corp. and TCF Investments, Inc. Terrance is licensed to provide financial advice in Wisconsin.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
02/19/2016 - Present
Northwestern Mutual Investment Services, LLC (Milwaukee WI)
WI
04/01/2011 - 06/11/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
05/14/2010 - 02/18/2011
CHASE INVESTMENT SERVICES CORP. (MUSKEGO WI)
WI
10/04/2005 - 05/05/2009
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
MN
02/22/2005 - 09/16/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
BC
Issued 03/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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