Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Keratsopoulos is a financial advisor at LPL Financial LLC. Terence has over 30 years of experience in the financial services industry. Terence is registered to provide financial advice in multiple states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/25/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
02/18/2011 - 05/24/2023
SIGMA FINANCIAL CORPORATION (DALLAS TX)
TX
10/05/2009 - 03/03/2011
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
TX
08/20/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
IA
Issued 09/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 02/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/03/1995
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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