Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Westlund is a financial advisor with over 30 years of experience in the financial services industry. Terry is currently registered with Cambridge Investment Research Advisors, Inc. Terry has also previously been registered with MML Investors Services, LLC and PML Securities Company. Terry holds the Series 6, Series 22, and Series 63 securities licenses. Terry is a Chartered Financial Consultant and specializes in providing financial planning, portfolio management, and investment advisory services. Terry is also a licensed independent insurance agent.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
KS
03/14/2014 - Present
Cambridge Investment Research Advisors, Inc. (OVERLAND PARK KS)
KS
06/05/1986 - 01/29/2013
MML INVESTORS SERVICES, LLC (OVERLAND PARK KS)
NA
01/05/1981 - 05/07/1986
PML SECURITIES COMPANY
BC
Issued 04/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/31/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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