Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Dworaczyk is a financial advisor at Ameriprise Financial Services, LLC. Terry is a registered representative with 27 years of experience in the financial industry. Terry has been with Ameriprise Financial Services, LLC since 2020. Terry has been registered with the state of California since 2001. Terry also has a Series 66 license. Terry is a board member for two organizations.
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.
Asset allocation services
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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2
CA
02/03/2009 - Present
Ameriprise Financial Services, LLC (Santa Maria CA)
MN
05/04/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/10/1998 - 04/07/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/1998 - 04/07/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
02/28/1995 - 12/31/1995
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/04/1996
Series 2 - Non-Member General Securities Examination
BC
Issued 02/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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