Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrell? Claim Your ProfileTerrell Whitmore is a financial advisor who has been in the industry since 2022. Terrell is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Charlotte, NC. Terrell has passed the Series 7, SIE, 63, and 66 exams and is licensed to provide investment advice in 53 states. Prior to joining Merrill Lynch, Terrell was an advisor with Robinhood Financial, LLC in Charlotte, NC. Terrell has a diverse background, having worked in various roles across a number of industries. Terrell's experience includes working for AT&T, GMR Marketing, and Marshall Logistics, among other companies.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
02/16/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NC
12/08/2021 - 08/10/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
BOTH
Issued 01/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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