Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Trumpy Omalley is a registered representative with Truist Securities, Inc. Terence has over 14 years of experience in the financial services industry. Terence holds the Series 4, 7, 24, 63, 79TO and SIE licenses. Terence is registered to sell securities in all 50 states, as well as Puerto Rico. Terence was previously registered with WELLS FARGO SECURITIES, LLC, CITADEL SECURITIES LLC, and COWEN AND COMPANY.
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
NY
01/13/2014 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
08/26/2011 - 08/22/2012
WELLS FARGO SECURITIES, LLC (NEW YORK NY)
NY
07/19/2010 - 08/26/2011
CITADEL SECURITIES LLC (NEW YORK NY)
NY
01/31/2007 - 06/24/2010
COWEN AND COMPANY (NEW YORK NY)
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2021
Series 4 - Registered Options Principal Examination
BC
Issued 01/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Terence Omalley is the right advisor for you? Invested Better is here to help.
