Unclaimed
Terry Picciano is a financial advisor with over 25 years of experience in the financial services industry. Terry currently works with &partners and is registered to provide investment advice in 38 states and 2 provinces. Terry holds Series 63, SIE, and Series 7 licenses, as well as a Uniform Securities Agent State Law Examination. Prior to joining &partners, Terry was with WELLS FARGO CLEARING SERVICES, LLC for over 20 years and PRUDENTIAL SECURITIES INCORPORATED for over 4 years. Terry is known for providing comprehensive financial planning services, including portfolio management, retirement planning, education planning, and estate planning. Terry focuses on working with individuals, corporations, trusts, and other entities to help 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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/30/2024 - Present
&partners (Clayton MO)
NY
07/01/2003 - 09/04/2024
WELLS FARGO CLEARING SERVICES, LLC (ROCHESTER NY)
NY
07/28/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 09/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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