Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Keola Chun is a financial professional with over 28 years of experience in the industry. He has been with Bessemer Investor Services, Inc. since 2010 and has a strong track record of providing comprehensive financial services to his clients. Terrence holds a variety of licenses and certifications, including Series 3, 7, 53, and 63. He is also a registered representative in multiple states. His areas of expertise include securities, commodities, and municipal securities.
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.
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CA
10/28/2010 - Present
Bessemer Investor Services, Inc. (SAN FRANCISCO CA)
NY
09/22/1994 - 08/01/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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