Best Investors Account Sign in

Terry Allen George

Wells Fargo Clearing Services, LLC

Troy, MI

West Bloomfield, MI

Claim This Profile
Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-10-30
MI RA APPROVED 2010-09-17
  • TX RA
    APPROVED_RES
    Since 2023-10-30
  • MI RA
    APPROVED
    Since 2010-09-17

Branch Locations

880 W Long Lake Rd Ste 100, Troy, MI 48098 • United States

West Bloomfield, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Troy MI 05/2009 11/2016
Wells Fargo Clearing Services, Llc Troy MI 11/2016 Present
Other Businesses

TRUSTEE FOR MOTHER, INV RELATED, WEST BLOOMFIELD, MI, START: 5/10/2017, 0 HRS/MONTH, 0 HRS DURING TRADING.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-01
S63 Uniform Securities Agent State Law Examination 1994-01-06
  • S66 Uniform Combined State Law Examination
    2010-08-01
  • S63 Uniform Securities Agent State Law Examination
    1994-01-06
Other Names
  • Terry Allen George

View on SEC IAPD

Other Firms

COOK & ASSOCIATES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SPC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STRAIGHTLINE
MAXWELL INVESTMENT ADVISORY SERVICES

Other Investors

MATTHEW PAUL COOK
AMY LYNN ROBERTS
MICHAEL A JUSTIN
BRUCE CRAIG GREENING
STEVEN THOMAS MARLETTE
MICHAEL DAVID VICHUNAS
Quinn J Wright
DAVID JAMES SMOLAREK

Other Offices

COOK & ASSOCIATES · TROY, MI
LPL FINANCIAL LLC · TROY, MI
LPL FINANCIAL LLC · TROY, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Troy, MI
SPC · Troy, MI
CETERA INVESTMENT ADVISERS LLC · TROY, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Troy, MI
STRAIGHTLINE · TROY, MI

More in Troy, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor