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 Swanson is a financial advisor registered with Ameriprise Financial Services, LLC. Terry has been in the industry since 2003. Terry has been registered with Ameriprise Financial Services, LLC in Edina, Minnesota since August of 2022. Terry previously held positions at Zurich AWES Wealth Management, Commonwealth Financial Network and LPL Financial Corporation. Terry holds a Series 63, 66 and Series 7 licenses, and is registered in Minnesota, Texas, Alabama, Arizona, Florida, New York, Washington and Wisconsin. Terry provides financial planning, pension consulting and educational seminars, among other services.
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
MN
05/04/2023 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
05/17/2022 - 06/14/2022
COMMONWEALTH FINANCIAL NETWORK (NEW BRIGHTON MN)
MN
11/23/2007 - 05/26/2010
LPL FINANCIAL CORPORATION (PLYMOUTH MN)
MN
04/01/2002 - 11/01/2007
H.D. VEST INVESTMENT SERVICES (PLYMOUTH MN)
MN
03/18/1999 - 04/01/2002
MARQUETTE FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
BC
Issued 12/02/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/20/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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