Terrence M. Hassanally

JEFFREY A. DRAYTON FINANCIAL GROUP

Northfield, MN

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CRD#: 6149488

Professional summary

Terrence Michael Sterling Hassanally, who also goes by Terrence Michael Sterling Hassanally, is a registered financial advisor currently at JEFFREY A. DRAYTON FINANCIAL GROUP, INC. located in Northfield, Minnesota.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Terrence has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terrence Michael Sterling Hassanally

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Veta Financial, LLC; not investment related; Northfield, MN; Accounting and bookkeeping; Owner; 10/2021; 5-10 hours a month, none during security hours; Provides accounting and bookkeeping services to non-profit organizations. 2. St. Peter's Lutheran Church; not investment related; Northfield, MN; Financial Administrator; 04/2021; 40-60 hours a month; 3-5 hours/week during security hours; Duties include accounting - accounting payable, financial reporting payroll and taxes. 3. Minnesota Soccer; not investment related; Northfield, MN; non-profit; Operations Director; 10/2023; 30-40 hours a month; none during security hours; distributing referee certification badges throughout MN; handling inquiries from referees on certification and upgrading. Scheduling and preparing for board meetings, certification classes and mentoring programs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Michael Sterling Hassanally's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2025 - Present

JEFFREY A. DRAYTON FINANCIAL GROUP, INC.

RIA

CRD#: 250

ROCHESTER, MN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(6/16/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/8/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2013

General Securities Representative Examination

Current Firm

JEFFREY A. DRAYTON FINANCIAL GROUP, INC.

JEFFREY A. DRAYTON FINANCIAL GROUP, INC. | JEFFREY A. DRAYTON FINANCIAL PLANNING & WEALTH MANAGEMENT LLC

CRD#: 290721 / SEC#:

Minnesota

Registered Investment Advisory firm - (1/24/2018 Approved)

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Contact information

Main Address

11670 Fountains Dr Ste 200, Maple Grove, MN 55369

Mailing Address

Phone number

(612) 354-4430

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 25,484,658

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Terrence M. Hassanally

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Michael Sterling Hassanally's CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

WADDELL & REED

WADDELL & REED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2025

Series 66

Date: 3/8/2013

SIE

Date: 6/20/2018

Series 7

Date: 2/21/2013

Current Firm

JEFFREY A. DRAYTON FINANCIAL GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JEFFREY A. DRAYTON FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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