Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Duhamel is a financial advisor with over 30 years of experience in the industry. Terry is registered with Planmember Securities Corp. and has held previous roles at Veritrust Financial, LLC, Aragon Financial Services, Inc., PaineWebber Incorporated, BA Investment Services, Inc., and The Prudential Insurance Company of America. Terry is a Series 6, 7, 63, and 65 licensed advisor and is registered with the state of California and several other states. Terry has been a Registered Representative for Planmember Securities since October 2013. Terry specializes in providing investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Provides investment supervisory services
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.
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2
CA
10/07/2013 - Present
Planmember Securities Corp. (CAMARILLO CA)
CA
04/22/2002 - 10/07/2013
VERITRUST FINANCIAL, LLC (CAMARILLO CA)
CA
03/19/2001 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
02/14/1997 - 04/09/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
04/01/1999 - 04/08/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
CA
02/06/1996 - 01/01/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
12/22/1988 - 07/05/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/22/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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