Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Masching is a financial advisor with First Heartland Consultants, Inc., based in Little Rock, Arkansas. Terrance has over 30 years of experience in the financial services industry. Terrance Joseph Masching is a Registered Investment Advisor in Arkansas. Terrance holds the Series 6, 7, 24, 26, 63, and 65 licenses. Terrance also holds the SIE certification. Terrance has previously worked for LPL Financial Corporation, UBS Financial Services Inc., A. G. Edwards & Sons, Inc., Stephens Inc., and The Variable Annuity Marketing Company. Terrance specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for 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.
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.
1
2
AR
07/08/2011 - Present
First Heartland Consultants, Inc. (LITTLE ROCK AR)
AR
11/14/2008 - 09/03/2010
LPL FINANCIAL CORPORATION (LITTLE ROCK AR)
AR
07/08/2005 - 11/24/2008
UBS FINANCIAL SERVICES INC. (LITTLE ROCK AR)
MO
02/02/2000 - 07/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AR
09/04/1998 - 01/06/2000
STEPHENS INC. (LITTLE ROCK AR)
TX
10/24/1997 - 09/08/1998
VALIC INVESTMENT SERVICES COMPANY (HOUSTON TX)
TX
06/10/1985 - 09/08/1998
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 04/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terrance Masching is the right advisor for you? Invested Better is here to help.
