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Terence Ryan Greenawalt

Samuel A. Ramirez & Company, Inc.

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About Terence Ryan Greenawalt

Terence Ryan Greenawalt is a financial advisor with Samuel A. Ramirez & Company, Inc. He is a registered representative with FINRA and is licensed in 20 states. Terence has been in the financial services industry since 2001 and has worked for several firms including Jefferies LLC and Legg Mason Wood Walker, Incorporated. Terence's areas of expertise include securities and investment advisory services.

Firm Information

Terence Greenawalt is currently registered with Samuel A. Ramirez & Company, Inc.. Samuel A. Ramirez & Company, Inc. is a corporation formed in 1971. It is registered in 51 states and the District of Columbia, as well as with the Securities and Exchange Commission (SEC). The firm has been involved in 6 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

118

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.

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Terence Greenawalt’s Registration & Firm History

FL

09/09/2013 - Present

Samuel A. Ramirez & Company, Inc. (West Palm Beach FL)

NY

05/23/2005 - 07/25/2013

JEFFERIES LLC (NEW YORK NY)

MD

09/05/2002 - 06/03/2005

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

CO

05/02/2001 - 03/12/2002

WM SMITH SECURITIES INCORPORATED (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 11/19/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terence Ryan Greenawalt.
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