Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry McCollam is a financial advisor with over 40 years of experience in the financial services industry. Terry currently works with Wells Fargo Advisors Financial Network, LLC and is registered as a Registered Representative in Indiana and Texas. Terry has served clients in a variety of capacities, including investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Terry is also a registered Investment Advisor in Indiana and Texas.
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.
1
2
IN
12/07/2018 - Present
Wells Fargo Advisors Financial Network, LLC (NEWBURGH IN)
IN
01/01/2008 - 12/07/2018
WELLS FARGO CLEARING SERVICES, LLC (EVANSVILLE IN)
IN
02/06/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (EVANSVILLE IN)
NY
04/12/1983 - 02/21/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/19/1980 - 04/21/1983
THE OHIO COMPANY
IA
Issued 04/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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