Terry NegendankCRD Number: 5999062
Current Firm: Comerica Securities
Terry Negendank (CRD# 5999062) is an Investment Advisor Representative working at Comerica Securities in San Jose, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Comerica Securities, Inc.||San Jose, CA||Aug 2014 - Current||2|
|Comerica Bank||San Jose, CA||Jun 2014 - Current||2|
|Unionbanc Investment Services||San Francisco, CA||Nov 2011 - Jun 2014||2|
|Union Bank||San Francisco, CA||Sep 1993 - Jun 2014||20|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management920MILLIONS
Total Number of Accounts2,261ACCOUNTS
Average Account Value$406,914
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV