Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Lee is a financial advisor at Ameriprise Financial Services, LLC, with over six years of experience in the financial services industry. Terrence has a wide range of experience providing financial advice to individuals, corporations, and charitable organizations. Terrence is licensed to offer securities and investment advisory services in several states, including Texas, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Montana, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Rhode Island, Tennessee, Virginia, Washington, and Wisconsin. Terrence is committed to providing personalized financial advice and helping 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.
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.
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TX
05/12/2023 - Present
Ameriprise Financial Services, LLC (Austin TX)
TX
09/04/2018 - 05/23/2023
RAYMOND JAMES & ASSOCIATES, INC. (AUSTIN TX)
TX
01/26/2018 - 08/24/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (AUSTIN TX)
TX
01/03/2017 - 11/02/2017
EDWARD JONES (BUDA TX)
BOTH
Issued 01/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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