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Terry Ellen Olearyhunter

Wells Fargo Clearing Services, LLC

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About Terry Ellen Olearyhunter

Terry Ellen Olearyhunter is a financial advisor in Lakewood, CO. Terry has been in the financial services industry since March 1997. Currently, Terry is registered with Wells Fargo Clearing Services, LLC and has previously been registered with UBS Financial Services Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Wells Fargo Investments, LLC, Morgan Stanley DW Inc., Wells Fargo Securities Inc., Piper Jaffray Inc., Hanifen, Imhoff Inc., First Eagle, Inc. and Norstar Brokerage Corporation. Terry is a Series 63, Series 66, and Series 7 licensed advisor, and is licensed to sell securities in 40 states.

Firm Information

Terry Olearyhunter is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

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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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terry Olearyhunter’s Registration & Firm History

CO

12/05/2014 - Present

Wells Fargo Clearing Services, LLC (LAKEWOOD CO)

CO

01/20/2012 - 12/01/2014

UBS FINANCIAL SERVICES INC. (DENVER CO)

CO

01/05/2011 - 01/23/2012

WELLS FARGO ADVISORS, LLC (DENVER CO)

CO

01/15/2008 - 08/12/2009

WELLS FARGO ADVISORS, LLC (DENVER CO)

CO

10/12/2004 - 09/13/2006

A. G. EDWARDS & SONS, INC. (DENVER CO)

CA

12/04/2001 - 01/21/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NY

10/03/2000 - 05/31/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

CA

06/13/1997 - 10/07/1998

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

MN

05/18/1990 - 06/21/1995

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

CO

10/25/1989 - 04/30/1990

HANIFEN, IMHOFF INC. (DENVER CO)

NA

07/08/1988 - 09/06/1989

FIRST EAGLE, INC.

NA

10/21/1987 - 03/09/1988

NORSTAR BROKERAGE CORPORATION

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Licenses & Designations

BOTH

Issued 09/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Terry Ellen Olearyhunter.
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