Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terance? Claim Your ProfileTerance Takyi is a financial professional with over 12 years of experience in the industry. Terance Takyi is currently registered with UBS Financial Services Inc. in the state of New York, with an office located at 299 Park Avenue. Previously, Terance Takyi was registered with First Republic Securities Company, LLC in New York, New York and J.P. Morgan Securities LLC in Edgewater, New Jersey. Terance Takyi is also a Registered Representative with FINRA and holds Series 3, 7, 63 and 66 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
NY
05/02/2023 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
06/04/2021 - 05/23/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NJ
10/17/2019 - 06/08/2021
J.P. MORGAN SECURITIES LLC (EDGEWATER NJ)
NY
05/09/2016 - 06/26/2019
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
06/12/2012 - 12/19/2014
VOYA INVESTMENTS DISTRIBUTOR, LLC (NEW YORK NY)
NY
01/03/2011 - 10/11/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
01/15/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
NY
06/01/2009 - 12/31/2009
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/9/2016
Series 3 - National Commodity Futures Examination
BC
Issued 5/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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