Unclaimed
Terry Sebranek is a financial advisor who has been in the industry since 2006. Terry currently works for Commonwealth Financial Network. Terry holds licenses to practice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Indiana, Iowa, Maryland, Massachusetts, Minnesota, Nevada, New York, Pennsylvania, Virginia, Washington, and Wisconsin. Terry is registered to provide both investment advice and brokerage services. Terry has worked for Commonwealth Financial Network since 2016. Terry previously worked at Raymond James Financial Services, Inc. Terry specializes in providing financial planning and investment advisory services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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
WI
07/15/2016 - Present
Commonwealth Financial Network (Richland Center WI)
WI
01/30/2006 - 07/18/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (RICHLAND CENTER WI)
BOTH
Issued 02/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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