Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Michael Pickett is a financial advisor with over 13 years of experience in the industry. Terrell is currently registered with LPL Financial LLC, based in West Valley, UT. Terrell previously worked for WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC in Utah. Terrell holds licenses for Series 66, Series 7 and SIE exams. Terrell specializes in providing financial planning services to individuals, corporations, high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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
UT
10/18/2021 - Present
LPL Financial LLC (WEST VALLEY UT)
UT
01/03/2011 - 10/26/2021
WELLS FARGO CLEARING SERVICES, LLC (SALT LAKE CITY UT)
UT
03/19/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MURRAY UT)
BOTH
Issued 04/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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