Terrence HassanallyCRD Number: 6149488
Current Firm: Waddell & Reed
Terrence Hassanally (CRD# 6149488) is an Investment Advisor Representative working at Waddell & Reed in Rochester, MN and has over 4 years of experience in the finance industry.
Waddell & Reed
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services,llc
|Various Insurance Carriers For W & R Insurance Agencies||Goodhue, MN||Jul 2015 - Current||2|
|Waddell & Reed Inc.||Rochester, MN||Jul 2015 - Current||2|
|Rental Property||Northfield, MN||Jan 2013 - Current||4|
|Ameriprise Financial Services Inc.||Rochester, MN||Jul 2015 - Jul 2015||< 1|
|Edward Jones||St Louis, MO||Jan 2013 - Jun 2015||2|
|Unemployed||Goodhue, MN||Dec 2012 - Jan 2013||< 1|
|Carleton College||Northfield, MN||Sep 2008 - Dec 2012||4|
|Unemployed||Northfield, MN||Aug 2008 - Sep 2008||< 1|
|The Haverford School||Haverford, PA||Jan 2007 - Aug 2008||1|
|Unemployed||Toronto,||May 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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