Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Hunady has been in the financial services industry since 2001. He is currently registered with MML Investors Services, LLC as a Registered Representative. Terence is also an active investment advisor representative in the state of Ohio. Prior to his current role, Terence Hunady was registered with MSI FINANCIAL SERVICES, INC. and has also held positions with Metropolitan Life Insurance Company, Citistreet Equities LLC, Great American Advisors, Inc. and AXA Advisors, LLC. Terence has passed the Series 66, Series 7 and SIE exams. He is also a licensed insurance agent. Terence specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Terence serves clients in the state of Ohio.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
OH
03/25/2017 - Present
MML Investors Services, LLC (Huron OH)
OH
12/02/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SANDUSKY OH)
OH
12/02/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AKRON OH)
NJ
04/29/2004 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
OH
05/22/2003 - 05/07/2004
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
NY
09/19/2001 - 06/04/2003
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 09/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terence Hunady is the right advisor for you? Invested Better is here to help.
