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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Kelley Lapan is a financial advisor with over 20 years of experience in the industry. Terrence is registered with Ameriprise Financial Services, LLC and currently holds registrations in California, Colorado, Nevada and Vermont. Terrence is a licensed agent in California, Colorado, Nevada and Vermont. Terrence is also a registered representative of Ameriprise Financial Services, LLC and has passed the Series 7, Series 63, Series 66 and SIE exams. Terrence has previously been employed by Stifel, Nicolaus & Company, Incorporated, Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc.. Terrence specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and portfolio management for businesses. Terrence is also a part-time wine and food server at Sierra Chef LLC in Genoa, Nevada.
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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2
CA
11/09/2022 - Present
Ameriprise Financial Services, LLC (Bishop CA)
NV
10/28/2011 - 03/04/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RENO NV)
NV
01/01/2008 - 11/02/2011
WELLS FARGO ADVISORS, LLC (MINDEN NV)
NV
03/14/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MINDEN NV)
BOTH
Issued 03/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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