Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terance? Claim Your ProfileTerance John Costello is a financial advisor with over 20 years of experience in the industry. Terance has worked with several firms throughout his career, including Bear, Stearns & Co. Inc., BANC of America Investment Services, Inc., J.P. Morgan Securities Inc., and E*TRADE Securities LLC. Currently, Terance is affiliated with Empower Financial Services, Inc. Terance is licensed to conduct business in Michigan, Ohio, and Virginia. Terance has passed the Series 66, 7, SIE, and 6TO exams.
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.
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.
1
2
CO
04/09/2008 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
IL
01/26/2006 - 04/27/2007
E*TRADE SECURITIES LLC (CHICAGO IL)
NY
08/12/2003 - 10/28/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MA
01/08/2003 - 09/03/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/15/2001 - 07/25/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
02/27/2001 - 08/23/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 06/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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