Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Patrick Coholan is a financial advisor who has been in the industry since 1984. Terence is currently registered with LPL Financial LLC, and has held previous roles at CADARET, GRANT & CO., INC., 1717 CAPITAL MANAGEMENT COMPANY, and JOHN HANCOCK DISTRIBUTORS, INC. Terence has a variety of experience in financial services, and has earned several professional designations, including Certified Financial Planner. Terence currently offers financial planning, investment management, and consulting services to a wide range of clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
11/20/2023 - Present
LPL Financial LLC (SYRACUSE NY)
NY
02/16/2005 - 11/27/2023
CADARET, GRANT & CO., INC. (WEBSTER NY)
DE
10/19/1995 - 02/23/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
08/23/1984 - 10/31/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/23/1984 - 10/31/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 03/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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