Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Scott has been in the financial services industry since 1997. Terrence is currently registered with Wedbush Securities Inc. and is also registered with the state of Illinois. Previously, Terrence was registered with Alternative Investment Services, LLC, Uhlmann Price Securities, LLC, Atrium Trading, Inc, UBS Securities LLC, ABN AMRO Incorporated, and CitiCorp Securities, Inc. Terrence holds Series 3, 4, 7, 9, 10, 23, 24, 30, 34, 63, 99TO and SIE licenses. Terrence has a range of experience including providing financial planning, portfolio management, and pension consulting. Terrence is committed to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
06/17/2016 - Present
Wedbush Securities Inc. (CHICAGO IL)
NY
01/07/2013 - 04/14/2016
ALTERNATIVE INVESTMENT SERVICES, LLC (NEW YORK NY)
IL
08/04/2008 - 04/14/2016
UHLMANN PRICE SECURITIES, LLC (SKOKIE IL)
IL
03/28/2012 - 03/30/2015
ATRIUM TRADING, INC (SCHAUMBURG IL)
IL
09/30/2006 - 05/28/2008
UBS SECURITIES LLC (CHICAGO IL)
IL
04/16/1997 - 10/06/2006
ABN AMRO INCORPORATED (CHICAGO IL)
NY
12/18/1996 - 04/01/1997
CITICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/01/2008
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 03/24/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/01/2003
Series 4 - Registered Options Principal Examination
BC
Issued 07/20/2000
Series 30 - NFA Branch Manager Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2016
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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