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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 Elbert Wengert is a financial advisor currently registered with Summit Global Investments, LLC in Bountiful, Utah. Terry has been in the industry since 1994 and holds several licenses and designations. Terry has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Terry provides a range of financial advisory services, including financial planning, portfolio management, and analytical services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
07/27/2023 - Present
Summit Global Investments, LLC (Mesa AZ)
AZ
10/01/2023 - 11/07/2023
VERITY INVESTMENTS, INC. (MESA AZ)
AZ
01/06/2012 - 07/26/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (Mesa AZ)
AZ
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MESA AZ)
GA
12/09/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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