Unclaimed
Terry Earle Sandercock is a financial advisor with Wells Fargo Clearing Services, LLC. Terry has been working in the financial industry since 1984 and is registered to conduct business in multiple states, including Pennsylvania and Texas. Terry has experience with UBS Financial Services Inc., First Union Securities, Inc., First Union Capital Markets Corp., Butcher & Singer Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Thomson McKinnon Securities Inc. Terry holds the Series 6, 7, 63 and 65 securities licenses and the SIE exam. Terry offers financial planning, investment consulting, and portfolio management services for both individuals and businesses.
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
PA
03/26/2015 - Present
Wells Fargo Clearing Services, LLC (ALLENTOWN PA)
PA
03/23/2001 - 10/10/2006
UBS FINANCIAL SERVICES INC. (BETHLEHEM PA)
MO
10/01/1999 - 04/12/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
06/13/1989 - 01/01/1991
BUTCHER & SINGER INC.
NY
01/07/1987 - 03/23/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
12/11/1985 - 01/08/1987
THOMSON MCKINNON SECURITIES INC.
NA
09/14/1984 - 12/24/1985
ROBINSON & ROBINSON, INC.
IA
Issued 11/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1984
Series 6 - Investment Company Products/Variable Contracts 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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