Terrence Lee Moore

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2005 → 01/2024
  Woodbury Financial
  Bloomington, MN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Edina, MN

Previous Registrations

• 2014-01-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Sauk Rapids, MN
  Bloomington, MN
  Edina, MN
• 2003-08-01 → 2005-01-20
  Mony Securities Corporation
  Minneapolis, MN

Other Businesses

1. MOORE FINANCIAL SERVICES, INC. POSITION: Investment Advisor Representative/Financial Advisor NATURE: Sales and service of traditional insurance products and Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2000 ADDRESS: 7301 Ohms Lane Suite 135, Edina MN 55439, United States DESCRIPTION: Sales and service for Insurance products, fixed annuities, long term care, investment advisor rep, financial advisor. Recommending product solutions in light of client overall planning needs

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-19
• S63 Uniform Securities Agent State Law Examination
  1991-09-19

Other Names

• Terry Lee Moore