Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Medley is a financial advisor in San Jose, CA with over 40 years of experience in the industry. Currently, Terrence is a registered representative and investment advisor representative for Raymond James & Associates, Inc. where Terrence has been since July 2024. Prior to that, Terrence was employed by WELLS FARGO ADVISORS LLC. Terrence offers financial planning, pension consulting, and educational seminars among other services.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/29/2024 - Present
Raymond James & Associates, Inc. (San Jose CA)
CA
11/08/2010 - 08/06/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN JOSE CA)
CA
10/05/2009 - 11/11/2010
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
08/08/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CAMPBELL CA)
MO
07/01/2003 - 08/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/09/1995 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
12/19/1991 - 04/05/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/11/1988 - 01/03/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/27/1980 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/17/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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