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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Garland is a financial advisor with Cetera Investment Advisers LLC. Terry has been in the financial industry since 1990. Terry specializes in providing financial planning services to individuals, businesses, and charitable organizations. Terry holds licenses for both Securities and Investment Advisory services, with current registrations in California, Iowa and Texas. Terry has experience working with individuals, businesses, and charitable organizations. In addition to their financial advising role, Terry is also the President of Garland and Associates, a business that offers insurance and financial products. Terry is committed to providing clients with the highest level of personalized service 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (CARLSBAD CA)
CA
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (CARLSBAD CA)
IA
06/03/1992 - 05/30/2008
FFP SECURITIES, INC. (WEST DES MOINES IA)
MO
01/25/1990 - 04/29/1992
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 11/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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