Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence George Reynolds is an active investment advisor representative with Morgan Stanley in Garden City, New York. Terence has been in the industry for over 26 years and holds a variety of licenses and registrations. Terence was previously associated with UBS Financial Services, UBS International, Julius Baer Securities and several other firms. Terence is able to provide a wide range of financial services, including portfolio management for individuals, businesses, and investment companies. Terence is also able to provide financial planning, pension consulting, and asset allocation advice. Terence has been with Morgan Stanley since 2017 and has a strong reputation for providing high-quality financial services to clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/19/2020 - Present
Morgan Stanley (Garden City NY)
NY
05/09/2013 - 02/07/2017
KELSON CAPITAL LLC (NEW YORK NY)
NJ
01/01/2010 - 11/28/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/06/2005 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
NY
12/03/1997 - 04/04/2005
JULIUS BAER SECURITIES INC. (NEW YORK NY)
NY
05/01/1996 - 11/10/1997
BT BROKERAGE CORPORATION (NEW YORK NY)
NY
12/08/1994 - 05/13/1996
CITICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 06/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 3 - National Commodity Futures Examination
BC
Issued 06/02/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Terence Reynolds is the right advisor for you? Invested Better is here to help.
