Unclaimed
Terrence Jerome Parker is an active registered representative with Equitable Advisors, LLC. Terrence is a financial advisor specializing in individual, corporate and institutional financial planning, wealth management, retirement planning, and insurance solutions. Previously, Terrence was a financial advisor at J.P. Morgan Securities LLC and Pruco Securities, LLC. Terrence is licensed to offer financial advice in Georgia, Indiana, Massachusetts, Missouri, Ohio, and Puerto Rico.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
01/06/2020 - Present
Equitable Advisors, LLC (CARMEL IN)
IN
08/27/2018 - 01/10/2020
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
04/03/2017 - 08/31/2018
PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)
BC
Issued 04/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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