Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Charles Dargon is a financial professional with over 20 years of experience in the securities industry. Terry is currently registered with J.p. Morgan Securities LLC in Moses Lake, WA. Terry has a wide range of experience in financial services and holds the Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Prior to joining J.p. Morgan Securities LLC, Terry was employed by COUNTRY CAPITAL MANAGEMENT COMPANY, WM FINANCIAL SERVICES, INC., PAINEWEBBER INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., BA INVESTMENT SERVICES, INC., and SEAFIRST INVESTMENT SERVICES, INC.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
WA
05/23/2014 - Present
J.p. Morgan Securities LLC (MOSES LAKE WA)
WA
12/11/2013 - 05/09/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (TACOMA WA)
CA
11/30/2000 - 02/04/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
06/21/2000 - 11/14/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
07/12/1999 - 01/10/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
03/12/1998 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
BC
Issued 01/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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