Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence E. Dacunha is a financial advisor with Seia. Terence has been in the financial industry since 1991. Terence has a strong track record of success in helping clients achieve their financial goals. Terence specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and institutions. Terence is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
03/29/2019 - Present
Seia (Newport Beach CA)
CA
11/02/2018 - 07/27/2023
OSAIC WEALTH, INC. (NEWPORT BEACH CA)
CA
10/20/2006 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEWPORT BEACH CA)
CA
01/26/2001 - 09/21/2006
UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)
CA
06/24/1996 - 02/09/2001
ROTH CAPITAL PARTNERS, INC. (NEWPORT BEACH CA)
CA
05/09/1994 - 07/01/1996
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
10/19/1993 - 05/11/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 10/26/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
07/15/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/22/1991 - 07/23/1992
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terence Dacunha is the right advisor for you? Invested Better is here to help.
