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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 Eugene Rehfeldt is a financial advisor with Cetera Investment Advisers LLC. Terry has been in the industry since 1998 and has been registered with the state of Florida since 2002. Terry is also a registered investment advisor. Terry is licensed to provide investment advice in 15 states. Terry specializes in providing financial advice to individuals, corporations, businesses, high-net-worth individuals, trusts, charitable organizations and pension and profit-sharing plans. Terry provides services that include financial planning, pension consulting, selection of other advisors, portfolio management for individuals and businesses, and educational seminars.
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.
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2
FL
11/14/2005 - Present
Cetera Investment Advisers LLC (BRADENTON FL)
TX
12/03/1998 - 02/01/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 11/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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