Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence McLaughlin is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 10 years of experience in the industry. Terence has held previous positions at J.P. Morgan Securities LLC and Prudential-Bache Securities Inc. Terence specializes in providing financial advice to individuals, businesses, and corporations, including high-net-worth individuals. Terence McLaughlin is also a member of the Eastern Long Island Hospital Foundation Advisory Board. Terence McLaughlin is registered with FINRA and holds the Series 7, Series 63, Series 65, and SIE licenses.
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
NY
04/19/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
04/12/2010 - 10/02/2015
J.P. MORGAN SECURITIES LLC (MELVILLE NY)
NA
07/06/1983 - 09/18/1984
PRUDENTIAL-BACHE SECURITIES INC.
NA
04/15/1983 - 05/31/1983
MARSAN SECURITIES CO., INC.
NA
01/05/1983 - 05/02/1983
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 01/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2010
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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