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Terrence Charles Morris

Allen & Co. LLC

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About Terrence Charles Morris

Terrence Charles Morris is a registered representative with Allen & Co. LLC, holding a Series 79TO, SIE, and Series 7 license. Terrence joined Allen & Co. LLC in 1995 and has over 25 years of experience in the industry. Terrence has also passed the Series 24 exam.

Firm Information

Terrence Morris is currently registered with Allen & Co. LLC. Allen & Co. LLC is a Limited Liability Company formed on August 3, 2001. The firm is registered in all 50 states and the District of Columbia. Allen & Co. LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Terrence Morris’s Registration & Firm History

NY

05/24/1996 - Present

Allen & Co. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/04/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Terrence Charles Morris.
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