Unclaimed
Terence Rooney is a financial professional with experience in the industry since 2014. Currently, Terence is a registered representative for Deutsche Bank Securities Inc., a firm with a large client base and assets under management. Terence's expertise lies in providing investment banking services and has held previous positions at KeyBanc Capital Markets Inc.
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.
Equity & debt research, macro research, quant strategy, multi- asset research, catalyst calls
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.
Hard dollar payments for research
1
2
CA
03/23/2022 - Present
Deutsche Bank Securities Inc. (SAN FRANCISCO CA)
CA
09/05/2014 - 08/18/2021
KEYBANC CAPITAL MARKETS INC. (San Francisco CA)
BC
Issued 10/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Terence Rooney is the right advisor for you? Invested Better is here to help.