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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 Gerard Fenwick is an investment advisor representative with Eagle Strategies LLC, based in Louisville, KY. Terry has been active in the financial services industry since 1983. Terry holds Series 6, 22, and 63 securities licenses as well as the SIE exam. He also holds the Chartered Financial Consultant designation. Terry is registered to provide investment advice in Delaware, Florida, Indiana, Kentucky, and Oregon. Terry's firm, Eagle Strategies LLC, is a registered investment advisor with the Securities and Exchange Commission. The firm has offices in New York, NY and provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth. The firm's assets under management are approximately $20 billion.
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.
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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KY
01/02/2025 - Present
Eagle Strategies LLC (LOUISVILLE KY)
BC
Issued 08/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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