Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Havenstrite is an investment advisor representative working for Wells Fargo Advisors Financial Network, LLC. Terri's current registration status is "Active" as of December 14, 2022. Terri has been in the securities industry since October 21, 2009. Terri holds a Series 7 and SIE license. In addition to her securities licenses, Terri holds a Series 63 and 66. Prior to working at Wells Fargo Advisors Financial Network, LLC, Terri has been employed by the following firms: Wells Fargo Clearing Services, LLC, BOK Financial Securities, Inc, First Allied Securities, Inc., and J.P. Morgan Securities LLC.
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
OK
12/14/2022 - Present
Wells Fargo Advisors Financial Network, LLC (TULSA OK)
OK
06/24/2022 - 10/13/2022
WELLS FARGO CLEARING SERVICES, LLC (TULSA OK)
OK
02/11/2019 - 05/18/2022
BOK FINANCIAL SECURITIES, INC. (Muskogee OK)
OK
10/17/2011 - 12/10/2018
FIRST ALLIED SECURITIES, INC. (TULSA OK)
OK
05/19/2009 - 08/19/2011
J.P. MORGAN SECURITIES LLC (TULSA OK)
BOTH
Issued 06/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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