Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Curran McPeak is a registered representative with Vanguard Marketing Corp. Terence holds licenses in Pennsylvania and New Jersey. Terence has been in the financial services industry since February 8, 2015 and has passed several industry exams including the Series 7, Series 63, Series 65 and Series 6.
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.
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.
1
2
PA
12/12/2022 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
07/22/2014 - 08/25/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 01/05/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terence McPeak is the right advisor for you? Invested Better is here to help.
