Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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