Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Gerard Davis is a financial advisor with over 7 years of experience in the industry. Terrence has a strong background in financial services, having worked for several well-known firms such as Merrill Lynch, Pierce, Fenner & Smith Inc., LPL Financial LLC, and M&T Securities, Inc. Terrence is registered with FINRA and the state of Maryland, and holds the Series 66, SIE, and Series 7 licenses. Terrence is dedicated to providing clients with personalized financial advice and helping them reach their financial goals. Terrence is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc., a large, established firm with over $1 trillion in assets under management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MD
07/07/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALTIMORE MD)
MD
06/09/2021 - 03/30/2022
LPL FINANCIAL LLC (BALTIMORE MD)
MD
01/28/2021 - 06/09/2021
M&T SECURITIES, INC. (BALTIMORE MD)
MD
07/03/2017 - 02/14/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 08/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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