Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Albert D'angelo is a financial professional with over 25 years of experience in the industry. Terrence is currently registered with LPL Financial LLC and is based in Cheektowaga, NY. Terrence has held previous positions at M&T Securities, Inc., Park Avenue Securities LLC, Equico Securities, Inc., The Equitable Life Assurance Society of the United States, Earl W. Shomber & Co., Inc., and Swink & Company, Inc. Terrence holds Series 6, 7, 63, and 65 licenses. Terrence is a specialist in several areas, including investment club, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Consulting and other non-discretionary advisory services
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
NY
06/09/2021 - Present
LPL Financial LLC (CHEEKTOWAGA NY)
NY
07/11/2000 - 06/09/2021
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
NY
12/17/1999 - 07/10/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NA
04/26/1986 - 08/01/1989
EQUICO SECURITIES, INC.
NA
04/26/1986 - 08/01/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
09/21/1983 - 05/30/1984
EARL W. SHOMBER & CO., INC.
NA
03/01/1983 - 12/14/1983
SWINK & COMPANY, INC.
IA
Issued 06/16/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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