Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Lee Johnson is a financial advisor currently registered with LPL Financial LLC. Terrance has been working in the financial services industry since November 2012. Terrance is licensed to provide securities and investment advisory services in multiple states including Wisconsin, Florida, Illinois, Kentucky, Michigan, and Minnesota. In addition to LPL Financial LLC, Terrance has previously been registered with Empower Financial Services, Inc., J.P. Morgan Securities LLC, TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones.
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.
Consulting and other non-discretionary advisory services
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.
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2
WI
10/24/2023 - Present
LPL Financial LLC (Cottage Grove WI)
WI
05/27/2021 - 07/19/2023
EMPOWER FINANCIAL SERVICES, INC. (MILWAUKEE WI)
WI
10/12/2015 - 06/18/2019
J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)
WI
06/11/2013 - 01/07/2015
TD AMERITRADE, INC. (BROOKFIELD WI)
WI
11/16/2011 - 12/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
WI
05/05/2009 - 10/18/2011
EDWARD JONES (MIDDLETON WI)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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