Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Nelson is a financial advisor with Geneos Wealth Management, Inc. Terry has been in the industry since 1980. Terry has held a number of positions with different financial firms, including: Allstate Financial Services, LLC, Multi-Financial Securities Corporation, FSC Securities Corporation, American Express Financial Advisors Inc., and IDS Financial Services Inc. Terry is currently registered with the following states: Alabama, Florida, Indiana, Iowa, Minnesota, North Dakota, Ohio, Virginia, and Wisconsin.
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.
1
2
MN
11/04/2013 - Present
Geneos Wealth Management, Inc. (ROCHESTER MN)
MN
10/18/2001 - 05/24/2010
ALLSTATE FINANCIAL SERVICES, LLC (ROCHESTER MN)
CO
03/10/1995 - 11/02/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
01/22/1991 - 03/01/1995
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
04/20/1983 - 01/02/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
NA
04/20/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
05/05/1980 - 05/03/1983
PFS SALES, INC
BC
Issued 08/16/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 04/24/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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