Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrie? Claim Your ProfileTerrie Lynn Fuentes is a financial advisor with over 20 years of experience in the industry. Terrie has been registered with Wells Fargo Clearing Services, LLC since January 2011 and has also held previous positions at Wells Fargo Investments, LLC and Pruco Securities Corporation. Terrie holds multiple licenses, including Series 6, 7, 63 and 65, as well as the SIE exam. Terrie specializes in providing financial planning, portfolio management and investment consulting services to individual and institutional clients.
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
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SAN JOSE CA)
CA
08/26/2004 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALINAS CA)
CA
05/25/2001 - 10/04/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
01/06/2000 - 05/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/04/2000
Series 6 - Investment Company Products/Variable Contracts 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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