Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Leffew is an investment advisor representative with Sapient Capital LLC. Terry has been in the industry for over 30 years. They are registered with the state of Indiana and hold Series 7, 3, 52, 24, 53, 63, and 66 licenses. Terry has experience working for various financial institutions, including David A. Noyes & Company, Roney & Co., NBD Brokerage Services, Inc., First NBD Investment Services, Inc., Banc One Capital Markets, Inc., Raymond James & Associates, Inc., and Stifel, Nicolaus & Company, Incorporated. They are also an owner of a farm and rentals, and a consultant for American Suburban Utilities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IN
04/13/2023 - Present
Sapient Capital LLC (INDIANAPOLIS IN)
IN
08/15/2012 - 03/17/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (INDIANAPOLIS IN)
IN
01/26/2007 - 04/04/2012
RAYMOND JAMES & ASSOCIATES, INC. (GREENWOOD IN)
IL
05/15/1996 - 10/04/2001
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
04/01/1996 - 05/03/1996
FIRST NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
08/03/1994 - 04/01/1996
NBD BROKERAGE SERVICES, INC.
IN
10/21/1985 - 06/11/1991
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
NA
11/25/1983 - 10/21/1985
RONEY & CO.
BOTH
Issued 03/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2007
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/11/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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