Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Feil is an investment advisor representative at Avisen Advisors, LLC. Terry has been in the industry since February 2, 1977, and holds both Series 63 and Series 65 licenses. Terry is registered in multiple states and has experience with a variety of clients including high net worth individuals, individuals other than high net worth, charitable organizations, corporations or other businesses, and pension and profit-sharing plans. Terry specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Selection of Other Advisors.
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.
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.
1
2
CA
10/17/2002 - Present
Avisen Advisors, LLC (Sacrament CA)
CA
01/14/2002 - 10/27/2003
ROUND HILL SECURITIES, INC. (ALAMO CA)
MN
10/26/1993 - 01/11/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
09/04/1990 - 11/02/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
08/26/1985 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
07/01/1980 - 09/03/1985
SUTRO & CO. INCORPORATED
NA
01/31/1980 - 07/30/1980
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
02/01/1977 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 11/25/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Feil is the right advisor for you? Invested Better is here to help.
