Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Joe Pitchford is a financial advisor with over 40 years of experience in the financial services industry. Terry is a registered representative with BFC Planning, Inc., and holds a Series 6, Series 26, and Series 63 license. Terry specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. Terry has earned the designation of Chartered Financial Consultant.
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.
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.
Solicitor fee
1
2
IA
02/04/2014 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
BC
Issued 08/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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