Terry ColosiCRD Number: 1314552
Current Firm: Wells Fargo Advisors, LLC
Terry Colosi (CRD# 1314552) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Wells Fargo Advisors, LLC||St. Louis, MO||Sep 2012 - Current||5|
|Cuna Mutual Group||Waverly, IA||Jun 2011 - Oct 2012||1|
|Cuna Brokerage Services, Inc.||Waverly, IA||Jun 2011 - Oct 2012||1|
|Midwestern Securities Trading Co||East Peoria, IL||Mar 2010 - Jun 2011||1|
|Unemployed||St. Louis, MO||Feb 2009 - Mar 2010||1|
|Capital Brokerage Corporation||Richmond, VA||Jun 2008 - Feb 2009||< 1|
|Genworth Financial||Lynchburg, VA||Sep 2004 - Feb 2009||4|
|Genworth Financial Securities Corporation||Schaumburg, IL||Sep 2004 - Feb 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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