Unclaimed
Terrence Nichols is a financial advisor with Ameriprise Financial Services, LLC, with offices in East Hartford, CT and Glastonbury, CT. Terrence has been in the industry since 1987. Terrence is a licensed securities professional and holds the Series 7, Series 24, and Series 63 licenses. Terrence also holds the SIE certification. Ameriprise Financial Services, LLC is a large financial services firm that provides financial planning, investment management, insurance, and other financial products and services to individual and institutional clients.
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
CT
02/12/2020 - Present
Ameriprise Financial Services, LLC (East Hartford CT)
MN
12/08/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
07/21/1987 - 01/01/1990
CIGNA SECURITIES, INC. (RADNOR PA)
BC
Issued 06/15/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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