Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Wilson is a financial advisor at Stifel, Nicolaus & Company, Inc. Terrance has been in the industry since 1987 and holds a wide range of licenses and registrations. Terrance has a broad range of experience in financial planning, portfolio management, pension consulting and other advisory services.
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
MO
07/02/2012 - Present
Stifel, Nicolaus & Company, Inc. (KANSAS CITY MO)
MO
05/10/2010 - 07/11/2012
WELLS FARGO ADVISORS, LLC (KANSAS CITY MO)
KS
08/12/2006 - 05/13/2010
UBS FINANCIAL SERVICES INC. (WICHITA KS)
KS
05/26/2004 - 08/12/2006
PIPER JAFFRAY & CO. (LEAWOOD KS)
NY
03/02/1998 - 06/09/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
07/02/1993 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
08/30/1990 - 07/14/1993
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NY
05/21/1987 - 09/04/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 3 - National Commodity Futures Examination
BC
Issued 04/07/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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