Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Colen is a financial advisor with Independent Advisor Alliance, LLC, in Charlotte, NC. Terrence has been in the financial services industry since 1989. Terrence is registered with the state of North Carolina and other states. Terrence's specializations include Retirement Planning, Insurance and Annuities, College Savings, Estate Planning and Long Term Care. Terrence offers a range of financial advisory services including financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
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.
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2
NC
01/12/2022 - Present
Independent Advisor Alliance, LLC (Charlotte NC)
NC
07/25/2002 - 02/03/2015
CUNA BROKERAGE SERVICES, INC. (CHARLOTTE NC)
TX
08/27/1999 - 02/05/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/21/1989 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 10/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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