Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Clark Porter has been a registered financial professional since 1993. Terrence has held a number of positions with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and First Allied Securities, Inc.. Terrence is currently a registered representative with Ameriprise Financial Services, LLC. Terrence has been with Ameriprise Financial Services, LLC since 2021 and has offices in both Fort Myers, Florida, and San Diego, California.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/20/2021 - Present
Ameriprise Financial Services, LLC (Fort Myers FL)
FL
03/02/2016 - 05/24/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
CA
01/20/2016 - 02/22/2016
WADDELL & REED (SAN DIEGO CA)
CA
11/16/2015 - 12/23/2015
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
FL
05/21/2003 - 12/02/2005
FIRST ALLIED SECURITIES, INC. (NAPLES FL)
NY
02/13/1998 - 06/03/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/06/1993 - 02/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/30/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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