Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Arges is a financial advisor registered with Integrated Wealth Concepts LLC, a registered investment advisor with offices in Waltham, MA and San Diego, CA. Terrance is also registered with the state of California as an Investment Advisor Representative (IAR). Terrance has over 10 years of experience in the financial services industry and has held positions with firms such as Raymond James Financial Services, Inc., CUSO Financial Services, L.P., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terrance offers a range of financial planning and investment management services to individuals, corporations, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
02/01/2023 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
CA
09/19/2019 - 07/15/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
04/04/2016 - 09/18/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
03/11/2013 - 04/06/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
AZ
10/11/2011 - 02/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
07/26/2011 - 10/14/2011
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
03/10/2010 - 08/08/2011
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
08/11/2008 - 11/19/2009
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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