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Terence P Donohue

USI Securities, Inc.

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About Terence P Donohue

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.

Firm Information

Terence Donohue is currently registered with USI Securities, Inc.. USI Securities, Inc. is a Corporation formed on July 29, 1997 and headquartered in GLASTONBURY, CT. The firm is registered with the SEC and all 52 states and offers selection of other advisers services to individuals other than high-net-worth, pension and profit sharing plans, and other investment advisers. The firm has 23 registered representatives and 19 investment adviser representatives and currently manages $0 in assets for 105 clients.
USI Securities, Inc.

95 GLASTONBURY BLVD.

GLASTONBURY, CT 06033

Not reported

Assets Under Management

105

Total Clients

31

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.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Bundled consulting and advisory fees

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Terence Donohue’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence P Donohue.
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