Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Stauffer is a financial advisor with Wealth Enhancement Advisory Services, LLC. Terrell has been in the financial services industry since 2019 and is registered with the state of North Carolina and South Carolina. Terrell provides financial planning, investment advice, and retirement planning services to individuals and businesses. Terrell Stauffer's background includes working for several financial firms, such as CETERA Advisor Networks LLC, Crown Capital Securities, L.P., and Abiding Wealth Advisors, LLC. He has a strong understanding of the financial markets and can help 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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
12/01/2021 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
NC
07/13/2020 - 12/03/2021
CETERA ADVISOR NETWORKS LLC (CHARLOTTE NC)
NC
07/30/2019 - 07/10/2020
CROWN CAPITAL SECURITIES, L.P. (CHARLOTTE NC)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2019
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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