Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Blessing is a financial advisor with over 23 years of experience. Terrance has been registered with Stifel, Nicolaus & Company, Inc. since 2009. Terrance has previously been employed by WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Terrance has licenses for both broker-dealer and investment advisory services, and has passed the Series 66, Series 7, and SIE exams. Terrance is registered in 23 states, including California, Texas, and Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/29/2020 - Present
Stifel, Nicolaus & Company, Inc. (CARLSBAD CA)
CA
01/01/2008 - 05/20/2009
WELLS FARGO ADVISORS, LLC (CARLSBAD CA)
CA
06/28/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CARLSBAD CA)
KS
03/24/1999 - 05/28/1999
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/19/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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