Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Pettorini is an investment advisor representative at Columbia Management Investment Advisers, LLC in BOSTON, MA. Terrance has been in the industry since 2005 and holds the Series 7, 6, 63, 65 and 26 licenses. Terrance is a registered investment advisor representative in Kentucky, Ohio and Pennsylvania. Prior to joining Columbia Management Investment Advisers, LLC, Terrance was employed by PATRICK CAPITAL MARKETS, LLC, HARTFORD LIFE DISTRIBUTORS, LLC and AIG SUNAMERICA CAPITAL SERVICES, INC.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
06/25/2019 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MO
09/29/2011 - 06/07/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
OH
09/13/2005 - 06/06/2011
HARTFORD LIFE DISTRIBUTORS, LLC (COLUMBUS OH)
NJ
04/05/2005 - 08/29/2005
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
IA
Issued 08/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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