Unclaimed
Terry Galloway is a registered investment advisor representative with Wealth Management, LLC. Terry has been in the industry since June 1988 and has been registered in Nebraska since October 2007. Terry is a Series 65 licensed professional, with experience in various areas of financial planning including portfolio management for individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-advisor and back office support 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.
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NE
10/15/2007 - Present
Wealth Management (Elwood NE)
IA
Issued 10/11/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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