Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance M. Shedler is a financial advisor with Cadaret, Grant & Co., Inc., located in Fredonia, New York. Terrance has over 17 years of experience in the financial services industry and is dedicated to providing personalized financial advice to individuals and families. Terrance's areas of expertise include financial planning, investment management, and retirement planning. Terrance has held previous roles at PRINCIPAL SECURITIES, INC. and MetLife Securities Inc. and has a strong understanding of the financial markets. Terrance is committed to helping clients achieve their financial goals and is dedicated to building long-term relationships.
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.
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.
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2
NY
11/01/2016 - Present
Cadaret, Grant & CO., Inc. (Fredonia NY)
NY
03/28/2006 - 11/02/2016
PRINCIPAL SECURITIES, INC. (FREDONIA NY)
MA
07/05/2004 - 08/19/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/05/2004 - 08/19/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 08/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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