Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Leland Vanwinkle is a registered investment advisor representative with Principal Securities, Inc. Terry has been in the financial services industry since July 24, 1988. Terry has been registered with Principal Securities, Inc. since August 4, 2009. Before joining Principal Securities, Inc., Terry worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, U.S. Bancorp Piper Jaffray Inc., Jackson National Financial Services, Inc., and Advantage Capital Corporation. Terry is licensed in 10 states. Terry specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
08/04/2009 - Present
Principal Securities, Inc. (BETTENDORF IA)
IA
02/10/2000 - 08/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAVENPORT IA)
MN
01/27/1998 - 02/17/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
CA
07/01/1996 - 12/31/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
GA
12/04/1987 - 12/05/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
IA
Issued 10/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Vanwinkle is the right advisor for you? Invested Better is here to help.
