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 Knott is a financial advisor with Wells Fargo Clearing Services, LLC. Terry has been in the financial industry since October 21, 1986. Terry is registered with the state of Michigan and has previously worked with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Syndications Corporation.
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.
Investment consulting services to institutional clients
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.
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2
MI
12/03/2010 - Present
Wells Fargo Clearing Services, LLC (TRAVERSE CITY MI)
MI
06/01/2009 - 12/16/2010
MORGAN STANLEY SMITH BARNEY (TRAVERSE CITY MI)
MI
12/07/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TRAVERSE CITY MI)
NY
03/16/1987 - 12/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
03/20/1986 - 08/11/1986
THE SYNDICATIONS CORPORATION
IA
Issued 04/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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