Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Horan is an investment professional with over 40 years of experience in the financial industry. Terence is currently a registered representative at Horan Securities, Inc. and Horan Capital Advisors, LLC. He has a broad range of experience in financial planning, portfolio management, and investment advisory services. Terence is also a Chartered Financial Consultant and is registered in multiple states. Terence has served on the boards of various charitable and religious institutions, as well as community organizations, and is dedicated to giving back to the community.
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.
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
OH
01/01/2025 - Present
Horan Securities, Inc. (CINCINNATI OH)
CO
01/03/1997 - 03/11/1997
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
12/07/1990 - 03/07/1997
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
CT
10/15/1993 - 03/04/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CO
10/30/1980 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
CT
07/19/1983 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NJ
05/01/1993 - 10/14/1993
PRUDENTIAL RETIREMENT SERVICES, INC. (NEWARK NJ)
NJ
06/01/1992 - 05/01/1993
PRUDENTIAL ASSET MANAGEMENT COMPANY SECURITIES CORPORATION (NEWARK NJ)
NJ
09/24/1981 - 06/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
02/18/1982 - 10/30/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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