Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Lynch is a financial professional with over 27 years of experience in the industry. Terrence is currently registered with Paulson Investment Co. LLC, a firm located in New York, NY and Alpharetta, GA. Terrence has a wide range of experience, having previously worked at firms such as Piper Jaffray & Co., SunTrust Robinson Humphrey, Inc., Morgan Keegan & Company, Inc., Bluefin Research Partners, Inc. and many more. Terrence is licensed to sell securities in 25 states.
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.
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.
1
2
NY
09/12/2017 - Present
Paulson Investment Co. LLC (NEW YORK NY)
GA
11/04/2013 - 04/13/2016
PIPER JAFFRAY & CO. (ATLANTA GA)
GA
05/30/2007 - 10/02/2013
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
04/18/2005 - 05/30/2007
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
MA
07/26/2004 - 04/13/2005
BLUEFIN RESEARCH PARTNERS, INC. (BOSTON MA)
NY
08/28/2003 - 04/02/2004
BLAYLOCK & PARTNERS, L.P. (NEW YORK NY)
NY
08/31/2000 - 05/09/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NJ
08/03/1998 - 07/19/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/22/1998 - 06/22/1998
DRESDNER KLEINWORT BENSON NORTH AMERICA LLC (NEW YORK NY)
NY
10/16/1997 - 02/02/1998
NATWEST SECURITIES CORPORATION (NEW YORK NY)
OH
07/05/1996 - 08/02/1996
MAXUS SECURITIES CORP (CLEVELAND OH)
OH
05/20/1994 - 03/25/1996
ROULSTON RESEARCH CORP. (CLEVELAND OH)
NA
11/15/1993 - 04/30/1994
NATIONAL CITY INVESTMENTS CORPORATION
NY
12/02/1992 - 07/19/1993
SANWA-BGK TREASURY SECURITIES CO. (NEW YORK NY)
NY
10/28/1992 - 07/19/1993
SANWA - BGK SECURITIES CO., L.P. (NEW YORK NY)
MN
11/05/1990 - 09/06/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1990 - 09/06/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
06/06/1989 - 12/19/1989
CARNEGIE FUND DISTRIBUTORS, INC. (CLEVELAND OH)
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1991
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terrence Lynch is the right advisor for you? Invested Better is here to help.
