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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Stevens is a financial advisor with Fidelity Personal And Workplace Advisors. Terrance has been in the financial services industry since 2017 and has a wide range of experience in providing financial advice to individuals and businesses. Terrance holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Terrance is also registered as an investment advisor representative in New York and Texas. Terrance's areas of expertise include financial planning, portfolio management, and investment advice. Terrance is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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.
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NY
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (NANUET NY)
CT
03/28/2017 - 03/15/2023
WELLS FARGO CLEARING SERVICES, LLC (WILTON CT)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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