Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Wayne Curnes has been in the financial industry since 1983. Terry is currently registered with Cetera Investment Advisers LLC as a Registered Representative and Investment Advisor Representative in Nebraska and as a Registered Representative in Texas. Terry has been with Cetera Investment Advisers LLC since June 2023. Prior to joining Cetera Investment Advisers LLC, Terry was with Mutual Benefit Financial Service Company from August 1983 to July 1991. Terry has experience in a number of areas including financial planning, portfolio management, and pension consulting. Terry is a licensed insurance agent and owns several other businesses, including CFG Advisors. Terry's other business interests include art galleries and real estate. Terry's firm, Cetera Investment Advisers LLC, is a registered investment adviser with the Securities and Exchange Commission. Cetera Investment Advisers LLC provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, families, businesses, and institutions. Cetera Investment Advisers LLC has approximately $104.5 billion in assets under management.
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.
A percentage of the total value of assets under management is charged.
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2
NE
06/29/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NA
08/01/1983 - 07/16/1991
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
BC
Issued 1/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/7/1991
Series 24 - General Securities Principal Examination
BC
Issued 3/7/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/1987
Series 7 - General Securities Representative Examination
BC
Issued 8/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 7/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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