Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Wilson is a financial advisor at Edward Jones. Terrell is a licensed representative of Edward Jones and has 15 years of experience in the financial services industry. Terrell is registered to provide investment advice in 19 states. Terrell has a passion for helping people achieve their financial goals. Terrell is dedicated to providing clients with personalized financial advice and guidance.
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.
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.
See schedule d - miscellaneous
1
2
IL
10/18/2024 - Present
Edward Jones (VERNON HILLS IL)
IL
02/01/2021 - 01/22/2023
ONEAMERICA SECURITIES, INC. (Oakbrook Terrace IL)
IL
04/24/2017 - 01/31/2019
CETERA INVESTMENT SERVICES LLC (CHICAGO RIDGE IL)
MA
03/25/2017 - 04/11/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
IL
09/10/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
IL
09/05/2013 - 08/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLAND PARK IL)
BOTH
Issued 10/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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