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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 Sawchuk is an investment advisor representative with J.W. Cole Advisors, Inc. based in Tampa, FL. Terry has been in the financial services industry since 1990. Terry has held previous positions with several other firms including First Allied Securities, Inc., NFP Advisor Services, LLC, SII Investments, Inc., United Planners' Financial Services of America A Limited Partner, Vestax Securities Corporation, American Express Financial Advisors Inc., IDS Life Insurance Company and First Investors Corporation. Terry has a strong background in financial planning, portfolio management and investment consulting.
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.
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.
Hourly & fixed rate consulting
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.
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2
FL
11/02/2020 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
MI
06/26/2015 - 11/02/2020
FIRST ALLIED SECURITIES, INC. (TROY MI)
MI
08/18/2014 - 06/26/2015
NFP ADVISOR SERVICES, LLC (Troy MI)
MI
01/26/2007 - 08/20/2014
SII INVESTMENTS, INC. (TROY MI)
MI
08/19/1997 - 01/31/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TROY MI)
OH
02/11/1994 - 08/13/1997
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
03/14/1991 - 02/17/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/14/1991 - 02/17/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
09/04/1990 - 01/23/1991
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 02/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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