Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Freeman is a financial advisor with Wells Fargo Clearing Services, LLC. Terry has been working in the financial services industry since 1997. Terry holds the Series 7, 9, 10, 63 and 65 securities licenses. Terry has been with Wells Fargo Clearing Services, LLC since 2019. Prior to joining Wells Fargo Clearing Services, LLC Terry worked at LPL FINANCIAL LLC, Wells Fargo Advisors, LLC, First Clearing, LLC, Wachovia Securities, LLC, First Clearing Corporation, First Union Brokerage Services, Inc., and Interstate/Johnson Lane Corporation.
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
MO
04/03/2019 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
SC
12/23/2013 - 03/25/2019
LPL FINANCIAL LLC (FORT MILL SC)
PA
02/10/2012 - 12/04/2013
WELLS FARGO ADVISORS, LLC (JENKINTOWN PA)
MO
10/17/2006 - 03/12/2012
FIRST CLEARING, LLC (ST. LOUIS MO)
NC
05/01/2002 - 11/02/2006
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
MO
03/16/2000 - 05/09/2002
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NC
02/18/1998 - 03/09/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
11/21/1996 - 01/12/1998
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 09/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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