Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Hickey is a financial advisor registered with Osaic Wealth, Inc. Terence has over 30 years of experience in the financial industry. Terence has a strong background in both investments and insurance products. Terence is committed to providing his clients with a comprehensive financial plan. Terence offers both investment advisory and commission-based investment products. In addition to working with individuals, Terence also works with businesses, families, and charitable organizations. Terence has been registered with the Securities and Exchange Commission (SEC) since 2003. Terence is registered as an investment advisor representative with Securities America Advisors, Inc. Terence is also a registered representative with Securities America, Inc. Terence is registered in several states including Colorado, Florida, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, and Virginia. Terence provides financial planning services and portfolio management for individuals and businesses. Terence also conducts educational seminars. Terence is committed to providing his clients with the highest level of service and professionalism.
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.
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.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (Bellmore NY)
NY
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Smithtown NY)
NY
05/07/2018 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Smithtown NY)
NY
12/05/2003 - 04/16/2018
KESTRA INVESTMENT SERVICES, LLC (SMITHTOWN NY)
MA
05/27/1994 - 12/10/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
NY
11/23/1988 - 07/21/1989
MCLAUGHLIN, PIVEN, VOGEL INC. (NEW YORK NY)
BC
Issued 05/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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