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 an investment advisor representative with UBS Financial Services Inc. Terance has been in the financial industry since October 24, 2011. Terance has a Series 3, 7, 63, and 66 licenses. Terance is registered to provide investment advice in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Louisiana, Maine, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, and Virginia. Terance's previous experience includes roles with Goldman Sachs, JPMorgan Securities, and First Republic Securities.
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 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2016
Series 3 - National Commodity Futures Examination
BC
Issued 05/29/2009
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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