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Terence Akira Geenty

Fidelity Brokerage Services LLC

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About Terence Akira Geenty

Terence Geenty is a financial advisor with over 20 years of experience in the industry. Terence has been registered with Fidelity Brokerage Services LLC since 2014. Previously, Terence was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for over three years and Prudential Securities Incorporated for almost two years. Terence is a licensed principal and has passed the Series 63, Series 65, Series 24, SIE, and Series 7 exams. Terence holds a license to practice in all 50 states and the District of Columbia.

Firm Information

Terence Geenty is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Terence Geenty’s Registration & Firm History

TX

07/16/2021 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

CA

08/25/2014 - 04/10/2020

FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)

NY

10/02/2002 - 06/15/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

06/19/2000 - 02/15/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/15/1998 - 05/30/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/13/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Terence Akira Geenty.
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