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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 Lee Porro is a financial advisor with Osaic Wealth, Inc. in Warrenville, Illinois. Terrence has been in the financial services industry since 1984 and has experience working with individuals, families, and businesses. He is licensed to provide investment advice and sell securities in multiple states. Terrence specializes in financial planning, portfolio management, and educational seminars.
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
IL
01/19/2024 - Present
Osaic Wealth, Inc. (WARRENVILLE IL)
IL
10/22/2010 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WARRENVILLE IL)
IL
10/24/2006 - 10/25/2010
VALIC FINANCIAL ADVISORS, INC. (PEORIA IL)
IL
06/01/2004 - 10/04/2006
AMERIPRISE FINANCIAL SERVICES, INC. (LOMBARD IL)
MN
06/01/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
02/16/1994 - 08/29/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
MI
08/20/1993 - 10/11/1993
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
05/24/1993 - 07/22/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
NA
04/11/1984 - 02/08/1985
NATIONWIDE ADVISORY SERVICES, INC.
BOTH
Issued 07/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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