Invested Better
Unclaimed

Unclaimed

Unclaimed

Terence Patrick Digan

Alps Portfolio Solutions Distributor, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Terence? Claim Your Profile

About Terence Patrick Digan

Terence Digan is a financial advisor with over 30 years of experience in the industry. He is currently registered with Alps Portfolio Solutions Distributor, Inc. and has previously worked with several other firms including Institutional Direct Inc., Bear, Stearns & Co. Inc., Intercapital Government Securities Inc., Cantor Fitzgerald Securities Corp., and RMJ Securities Corp. Terence Digan holds the Series 7 and Series 63 licenses. He is registered to provide investment advice in 48 states.

Firm Information

Terence Digan is currently registered with Alps Portfolio Solutions Distributor, Inc.. Alps Portfolio Solutions Distributor, Inc. is a corporation formed in March 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

25

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.

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Terence Digan’s Registration & Firm History

CO

01/02/2014 - Present

Alps Portfolio Solutions Distributor, Inc. (DENVER CO)

NY

06/14/2006 - 12/31/2013

ALPS DISTRIBUTORS, INC. (GARDEN CITY NY)

NY

07/22/2003 - 01/23/2004

INSTITUTIONAL DIRECT INC. (NEW YORK NY)

NY

08/03/2000 - 01/23/2004

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

04/07/1992 - 07/28/1999

INTERCAPITAL GOVERNMENT SECURITIES INC. (NEW YORK NY)

NY

02/13/1992 - 03/30/1992

CANTOR FITZGERALD SECURITIES CORP. (NEW YORK NY)

NY

07/25/1987 - 10/01/1991

RMJ SECURITIES CORP. (NEW YORK NY)

Not sure if Terence Patrick Digan is right for you?

Licenses & Designations

BC

Issued 06/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence Patrick Digan.
Not sure if Terence Patrick Digan is right for you?