Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Hunt is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Terence has been working in the financial industry since June 20, 1988 and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 30, 2000. Terence provides portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
11/30/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WELLESLEY HILLS MA)
NY
08/19/1996 - 10/16/1997
FLEET SECURITIES INC. (NEW YORK NY)
NY
05/15/1990 - 07/16/1996
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
06/07/1988 - 05/02/1990
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/19/1988 - 05/19/1988
FIRST UNITED SECURITIES GROUP OF CALIFORNIA
IA
Issued 06/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/23/1993
Series 24 - General Securities Principal Examination
BC
Issued 03/26/1993
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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