Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Patrick Burns is an active Registered Representative and Investment Advisor Representative. Terrence has been in the industry for over 30 years. He has been associated with Wells Fargo Clearing Services, LLC since November 2016, but his experience dates back to 1989 when he began his career with J. Streicher & Co. Terrence has held previous roles with Fagenson & Co., Inc., Van Der Moolen Specialists USA, LLC, and A. G. Edwards & Sons, Inc. His current registration with Wells Fargo Clearing Services, LLC includes a branch office location in Palm Beach Gardens, FL.
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.
1
2
FL
02/23/2017 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH GARDENS FL)
FL
01/17/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PALM BEACH GARDENS FL)
NY
06/01/2000 - 08/31/2005
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
NY
02/23/1996 - 06/07/2000
FAGENSON & CO., INC. (NEW YORK NY)
NY
04/18/1989 - 06/10/1994
J. STREICHER & CO. (NEW YORK NY)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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