Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Barnett is a financial advisor with over 30 years of experience in the industry. Currently, Terence works with LPL Financial LLC, a firm that manages over $50 Billion in assets. Before joining LPL Financial LLC, Terence was previously employed at Ameriprise Financial Services, LLC. Terence provides financial planning, portfolio management for individuals and businesses, and pension consulting. Terence has passed Series 65, 63, 7, 24, and SIE exams.
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
CT
05/23/2020 - Present
LPL Financial LLC (STAMFORD CT)
CT
06/18/2010 - 05/13/2020
AMERIPRISE FINANCIAL SERVICES, LLC (DANBURY CT)
NY
05/29/2007 - 07/13/2010
CITIGROUP GLOBAL MARKETS INC. (MOHEGAN LAKE NY)
NY
04/08/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (MOHEGAN LAKE NY)
NY
04/24/1995 - 04/18/1997
GKN SECURITIES CORP. (NEW YORK NY)
MO
12/07/1990 - 03/29/1995
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
01/08/1990 - 12/14/1990
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NA
01/15/1987 - 12/21/1989
THE STUART-JAMES COMPANY, INCORPORATED
CO
09/24/1986 - 12/21/1989
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 09/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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