Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Romero Wofford is a financial professional with over 25 years of experience in the financial services industry. Terry is registered with State Farm Investment Management Corp. and is licensed to provide investment advice in Louisiana. Terry specializes in investment company products and variable contracts. Terry is also a Chartered Financial Consultant (ChFC) and has been recognized for their expertise in financial planning. Terry is committed to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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LA
09/03/2021 - Present
State Farm Investment Management Corp. (Lafayette LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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