Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terance? Claim Your ProfileTerance Power is an investment advisor with over 20 years of experience in the financial services industry. Terance Power is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously been registered with UBS Financial Services Inc. and Morgan Stanley DW Inc. Terance Power is also registered as an Investment Advisor Representative in Arizona, California, District of Columbia, Florida, Georgia, Hawaii, Maine, Maryland, Massachusetts, Nevada, New Jersey, New York, North Carolina, South Carolina, Texas, Vermont and Washington. Terance Power has passed Series 63, Series 65, Series 7 and SIE exams. Terance Power's previous experience includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, N.A.. Terance Power specializes in providing investment advisory services for individuals, corporations and businesses, pension consulting, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
10/16/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY HILLS CA)
CA
08/03/2001 - 11/24/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
NY
08/14/1999 - 08/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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