Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Terzich is a financial advisor who has been working in the industry since September 28, 2002. Michael is currently registered with Northern Trust Investments, Inc. Michael has previously worked with MBSC Securities Corporation and Mellon HR Securities, Inc. Michael offers various services including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Michael also provides educational seminars and publishes periodicals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model portfolio provider, investment research,index services, transition management and overlay services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transition management service fees
1
2
IL
08/22/2022 - Present
Northern Trust Investments, Inc. (CHICAGO IL)
PA
10/28/2008 - 08/25/2015
MBSC SECURITIES CORPORATION (PITTSBURGH PA)
NJ
02/19/2003 - 06/23/2003
MELLON HR SECURITIES, INC. (FORT LEE NJ)
NY
02/18/1997 - 02/20/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
BOTH
Issued 07/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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