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Terry Freeman

Wells Fargo Clearing Services, LLC

St. Louis, MO

Charlotte, NC

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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
NC RA APPROVED 2019-04-03
  • NC RA
    APPROVED
    Since 2019-04-03

Branch Locations

One North Jefferson Avenue Mail Code: H0004-05G, St. Louis, MO 63103 • UNITED STATES

550 S Tryon St 40Th And 42Nd Fls, Charlotte, NC 28202 • 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
Lpl Financial Charlotte NC 12/2013 03/2019
Wells Fargo Clearing Services Charlotte NC 03/2019 Present
  • 12/2013 → 03/2019
    Lpl Financial
    Charlotte, NC
  • 03/2019 → Present
    Wells Fargo Clearing Services
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-11
S63 Uniform Securities Agent State Law Examination 1997-02-19
  • S65 Uniform Investment Adviser Law Examination
    2012-09-11
  • S63 Uniform Securities Agent State Law Examination
    1997-02-19
Other Names
  • Terry Lee Freeman
  • Terry Freeman
  • Terry Lee Freeman

View on SEC IAPD

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