Unclaimed
Terrell Cannon is a financial advisor who has been in the industry since 2009. Terrell is currently registered with PNC Investments in Cleveland, OH. Terrell is also registered as an Investment Advisor Representative. Previously Terrell Cannon was employed with ETC Brokerage Services, LLC, Citizens Securities, Inc., The Huntington Investment Company, Fifth Third Securities, Inc., PNC Investments, Key Investment Services LLC, J.P. Morgan Securities LLC and Chase Investment Services Corp.. Terrell Cannon has successfully passed Series 6, 7, 24, 63 and 65 exams.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/27/2023 - Present
PNC Investments (CLEVELAND OH)
TX
06/25/2020 - 11/30/2022
ETC BROKERAGE SERVICES, LLC (DALLAS TX)
OH
07/18/2019 - 06/10/2020
CITIZENS SECURITIES, INC. (STRONGSVILLE OH)
OH
01/16/2018 - 07/30/2019
THE HUNTINGTON INVESTMENT COMPANY (PARMA OH)
OH
05/17/2016 - 11/21/2017
FIFTH THIRD SECURITIES, INC. (PARMA OH)
OH
09/30/2014 - 04/14/2016
PNC INVESTMENTS (ROCKY RIVER OH)
OH
01/11/2013 - 09/24/2014
KEY INVESTMENT SERVICES LLC (CLEVELAND OH)
OH
10/01/2012 - 11/26/2012
J.P. MORGAN SECURITIES LLC (INDEPENDENCE OH)
OH
12/22/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (INDEPENDENCE OH)
IA
Issued 01/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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