Unclaimed
Terence Donohue is a financial professional with over 30 years of experience in the industry. Terence has a wide range of experience, having worked with firms such as VOYA Financial Partners, LLC, VOYA Financial Advisors, Inc., ING Financial Advisors, LLC, Aetna Capital Management, Inc., and Aetna Life Insurance and Annuity Company. Currently, Terence is a Registered Representative with USI Securities, Inc. Terence Donohue is a Registered Representative and Investment Advisor Representative in the state of Connecticut, and has also passed the Series 6, 7, 24, 26, 63, and 66 exams. Terence provides a variety of financial services to individuals and businesses.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Bundled consulting and advisory fees
1
2
CT
02/17/2023 - Present
USI Securities, Inc. (GLASTONBURY CT)
CT
02/17/2015 - 08/01/2022
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
CT
02/13/2012 - 02/17/2015
VOYA FINANCIAL ADVISORS, INC. (WINDSOR CT)
CT
10/15/1993 - 05/18/2012
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
01/20/1992 - 10/15/1993
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
CT
12/17/1990 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
BOTH
Issued 02/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 02/09/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terence Donohue is the right advisor for you? Invested Better is here to help.