Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence McKelvey is a financial advisor registered with Stratos Wealth Partners, Ltd.. Terrence has been working in the financial industry for over 12 years and is currently registered in California, Louisiana, New York, Ohio and Texas. He specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. Terrence also offers educational seminars and selects other advisors as needed. He has a strong track record of working with high-net-worth individuals and corporations.
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.
Percentage of assets under management with third party managers
1
2
CA
05/16/2016 - Present
Stratos Wealth Partners, Ltd. (BEVERLY HILLS CA)
NY
06/01/2011 - 04/03/2012
KEY INVESTMENT SERVICES LLC (AMHERST NY)
NY
10/20/2009 - 04/26/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
MN
04/11/2001 - 06/20/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/11/2001 - 06/20/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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