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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 Wayne Curnes is a financial professional registered with Cetera Investment Advisers LLC. Terry has been in the industry since July 31, 1983. The advisor works out of the Omaha branch office of Cetera Investment Advisers LLC. Terry holds Series 6, 7, 22, 24, 26, and 63 licenses and SIE exam. Terry Wayne Curnes's current registrations include state of Nebraska and Texas, and is also registered with the Financial Industry Regulatory Authority (FINRA) and various other state agencies.
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 01/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1991
Series 24 - General Securities Principal Examination
BC
Issued 03/07/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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