Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry L. Thomason is a registered investment advisor representative with Clarity Capital Partners. Terry has been in the financial services industry since 2006. Terry holds Series 63, 66, and 7 licenses as well as the SIE designation. Terry has previously been affiliated with Fidelity Brokerage Services LLC, UnionBanc Investment Services, LLC, U.S. Bancorp Investments, Inc., Chase Investment Services Corp., and WAMU Investments, Inc. Terry specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and selection of other advisors. Terry's primary office is located in Bellevue, Washington, but Terry also works out of the Clarity Capital Partners' Newport Beach, California office.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/05/2021 - Present
Clarity Capital Partners (Bellevue WA)
WA
02/20/2019 - 12/04/2020
FIDELITY BROKERAGE SERVICES LLC (BELLEVUE WA)
WA
10/30/2013 - 02/19/2019
UNIONBANC INVESTMENT SERVICES, LLC (MILL CREEK WA)
WA
05/04/2011 - 10/29/2013
U.S. BANCORP INVESTMENTS, INC. (BURIEN WA)
WA
05/02/2009 - 05/04/2011
CHASE INVESTMENT SERVICES CORP. (MERCER ISLAND WA)
WA
10/17/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (RENTON WA)
CA
08/16/2006 - 10/06/2008
EDWARD JONES (CITRUS HEIGHTS CA)
BOTH
Issued 04/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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