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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 Benson is a financial advisor at Wells Fargo Clearing Services, LLC. Terry has been in the industry since August 11, 1997 and has a strong track record of success in helping clients achieve their financial goals. Terry is registered with both FINRA and the SEC and has been a registered representative in several states across the US. Terry has a broad range of experience and expertise and specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Terry is committed to providing personalized financial advice and helping clients make informed decisions about their investments.
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
04/10/2019 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
05/02/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)
CA
10/20/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
08/08/1997 - 10/15/1997
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 05/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1997
Series 7 - General Securities 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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