Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Francis Oconnor is a registered representative of Principal Securities, Inc., and has been in the industry since 1983. Terrence is also an Investment Advisor Representative and has been registered with the state of New York since 2021. Terrence works in the Syracuse, NY branch office of Principal Securities, Inc.. Terrence has a Series 6, Series 63 and SIE license. Terrence's previous employment included PRUCO SECURITIES CORPORATION, where Terrence worked from 1983 to 1985. Terrence's current firm is Principal Securities, Inc.. Terrence holds the Chartered Financial Consultant designation. Terrence has specializations in asset allocation, estate planning, retirement planning, mutual funds and investment advisory services. Terrence has a diverse clientele consisting of insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities. Terrence has been registered with the following states: California, Connecticut, Florida, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Vermont, Virginia.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
06/30/2021 - Present
Principal Securities, Inc. (Syracuse NY)
NA
02/22/1983 - 03/11/1985
PRUCO SECURITIES CORPORATION
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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