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Terry De lamesa Nilsen

Charles Schwab & CO., Inc.

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About Terry De lamesa Nilsen

Terry Nilsen is a financial advisor with Charles Schwab & CO., Inc. in Stockton, CA. Terry has been in the industry since 1995 and has held previous positions at Morgan Stanley, E*TRADE Securities LLC, and Morgan Stanley & CO. INCORPORATED. Terry is registered with the state of California and holds Series 63, 66, 7, and 31 licenses. Terry has a background in providing wrap fee program sponsor and financial planning advisor referral program services.

Firm Information

Terry Nilsen is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Terry Nilsen’s Registration & Firm History

CA

08/22/2023 - Present

Charles Schwab & CO., Inc. (Stockton CA)

CA

03/20/2023 - 07/31/2023

MORGAN STANLEY (ROSEVILLE CA)

CA

02/19/2020 - 07/31/2023

E*TRADE SECURITIES LLC (ROSEVILLE CA)

CA

06/01/2009 - 02/07/2020

MORGAN STANLEY (SAN FRANCISCO CA)

CA

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)

CA

09/13/1995 - 04/02/2007

MORGAN STANLEY DW INC. (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 05/01/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1995

Series 31 - Futures Managed Funds Examination

BC

Issued 09/12/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Terry De lamesa Nilsen.
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