Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Geary is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Terrence has been in the industry since 1998 and has experience working with individual clients, high-net-worth individuals, corporations, and institutions. Terrence's specializations include investment consulting, financial planning, and portfolio management. Terrence is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, 8, 9, 10, 24, 31, 63, and 65 licenses. Terrence is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
OH
01/31/2025 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
IL
05/23/2022 - 10/18/2023
MONERE INVESTMENTS, INC. (SCHAUMBURG IL)
IL
01/04/2022 - 05/25/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DES PLAINES IL)
NY
01/16/2016 - 09/30/2021
ALT FUND DISTRIBUTORS LLC (NEW YORK NY)
IL
12/03/2013 - 06/11/2014
NATIONAL SECURITIES CORPORATION (CHICAGO IL)
MA
01/17/2013 - 10/07/2013
TSC DISTRIBUTORS, LLC (BOSTON MA)
NY
07/02/2012 - 12/19/2012
KNIGHT CAPITAL AMERICAS LLC (NEW YORK NY)
NJ
02/23/2011 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
IL
11/19/2008 - 06/12/2009
UBS FINANCIAL SERVICES INC. (OAKBROOK TERRACE IL)
NC
11/14/2006 - 02/13/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IL
07/28/2005 - 07/18/2006
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
MO
03/30/2001 - 08/12/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MI
08/26/1994 - 04/05/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/31/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/27/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terrence Geary is the right advisor for you? Invested Better is here to help.
