Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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