Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Newman is a financial advisor with Wells Fargo Clearing Services, LLC, based in Chicago, Illinois. Terrence has been in the industry since 1993 and has a strong track record of success working with clients to achieve their financial goals. Terrence is registered to provide financial services in Arizona, California, Colorado, Florida, Illinois, Indiana, Michigan, Minnesota, North Carolina, Texas, and Washington.
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.
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.
Investment consulting services to institutional clients
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.
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2
IL
11/26/2024 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
06/22/2018 - 01/12/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (CHICAGO IL)
IL
06/30/2010 - 06/15/2018
U.S. BANCORP INVESTMENTS, INC. (ROSEMONT IL)
IL
02/26/2010 - 06/22/2010
FIRSTMERIT FINANCIAL SERVICES, INC (GRAYSLAKE IL)
MO
08/03/2006 - 02/22/2010
FIRST BROKERAGE AMERICA, L.L.C. (CLAYTON MO)
IL
03/07/2005 - 07/21/2006
VISION INVESTMENT SERVICES, INC. (NILES IL)
OH
05/02/2001 - 03/09/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MI
06/08/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
WI
10/03/1996 - 06/05/2000
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IL
08/28/1995 - 09/23/1996
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
04/27/1993 - 05/19/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/01/1992 - 03/04/1993
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 10/24/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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