Unclaimed
Terrence McAllister is a Registered Representative and Investment Advisor Representative with MML Investors Services, LLC. Terrence is registered to provide financial advice in 17 states. Terrence's registrations are currently active. Terrence has worked in the financial industry since February 21, 2011. Terrence is also licensed to sell life and health insurance, including fixed annuities. Terrence holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. Terrence has been licensed to sell life and health insurance, including fixed annuities since 2012.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
01/10/2022 - Present
MML Investors Services, LLC (Pittsburgh PA)
IA
Issued 12/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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