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Terence Michael Brennan

THE Leaders Group, Inc.

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About Terence Michael Brennan

Terence Michael Brennan is a financial advisor with The Leaders Group, Inc. Terence has been in the financial industry since March 5, 2005. Terence is currently registered in New Jersey and North Carolina.

Firm Information

Terence Brennan is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Terence Brennan’s Registration & Firm History

CO

01/15/2024 - Present

THE Leaders Group, Inc. (LITTLETON CO)

TN

06/10/2022 - 05/31/2023

P.J. ROBB VARIABLE, LLC (MEMPHIS TN)

CO

08/13/2021 - 06/07/2022

THE LEADERS GROUP, INC. (LITTLETON CO)

PA

01/23/2013 - 12/31/2020

DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)

MA

10/25/2011 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

PA

03/16/2004 - 10/06/2011

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

MN

02/19/2003 - 02/26/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

10/09/2002 - 02/26/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 11/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence Michael Brennan.
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