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 Kahle is a financial advisor with over 30 years of experience in the financial services industry. Currently, Terry is registered with Osaic Wealth, Inc. in Boonville, Missouri. Terry previously worked at Securities America, Inc., Hornor, Townsend & Kent, LLC, SII INVESTMENTS, INC., Woodbury Financial Services, Inc., Ameritas Investment Corp., and Fortis Investors, Inc. Terry is a Series 6 and Series 63 licensed representative and holds the SIE exam. Terry specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
A percentage of the total value of assets under management is charged.
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2
MO
06/14/2024 - Present
Osaic Wealth, Inc. (BOONVILLE MO)
MO
04/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (BOONVILLE MO)
MO
05/18/2016 - 04/20/2020
HORNOR, TOWNSEND & KENT, LLC (BOONVILLE MO)
MO
01/18/2011 - 05/17/2016
SII INVESTMENTS, INC. (BOONVILLE MO)
MO
09/04/2002 - 01/21/2011
WOODBURY FINANCIAL SERVICES, INC. (BOONVILLE MO)
NE
04/09/2001 - 09/27/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MN
09/29/1997 - 04/19/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IN
02/26/1997 - 10/08/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
MN
04/20/1992 - 03/06/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 07/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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