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 Knutson is a licensed investment advisor representative (IAR) associated with PFS Investments Inc. Terry has been in the financial industry for over 19 years, serving clients in the state of Wisconsin. Terry is registered with the state of Wisconsin as an investment advisor representative and holds the Series 65, Series 63, and Series 6TO securities licenses, as well as the SIE. Terry is an active member of the industry and has been involved in various roles throughout their career. Terry is dedicated to providing their clients with personalized financial planning and investment advice tailored to their specific needs.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
06/18/2024 - Present
PFS Investments Inc. (GREEN BAY WI)
IA
Issued 06/01/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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