Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Gertge is an investment advisor representative with Centaurus Financial, Inc. Terrell has been in the industry since 2001. Terrell holds Series 7, 24, 63 and 66 securities licenses and is licensed in California, Colorado, Nebraska, Oregon, Texas, and Washington. In addition to his role at Centaurus Financial, Inc., Terrell is also a licensed insurance producer and real estate agent. Terrell provides financial planning services, pension consulting, educational seminars, market timing services, publication of periodicals, and portfolio management for both individuals and businesses. Terrell has worked in the financial industry for over 20 years and is committed to helping his clients 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.
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
CO
12/26/2019 - Present
Centaurus Financial, Inc. (AULT CO)
CO
10/14/2005 - 06/13/2011
MCL FINANCIAL GROUP, INC. (AULT CO)
MD
07/15/2004 - 10/19/2005
H. BECK, INC. (ROCKVILLE MD)
MO
07/18/2001 - 06/16/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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