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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Robert Cleman is a financial advisor with LPL Financial LLC, a leading financial services company. Terry has been in the financial services industry since 1998 and has worked with various firms, including Ameriprise Financial Services, Inc. and Citigroup Global Markets Inc. Terry holds licenses and registrations in multiple states, including Washington.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
09/22/2023 - Present
LPL Financial LLC (OLYMPIA WA)
WA
04/23/2009 - 05/14/2013
AMERIPRISE FINANCIAL SERVICES, INC. (TACOMA WA)
WA
01/29/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TACOMA WA)
NY
02/13/2001 - 12/04/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NE
02/06/1998 - 02/09/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
CA
12/17/1997 - 01/06/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 02/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/07/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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