Unclaimed
Terrence McCrary is a financial advisor with over 20 years of experience in the financial services industry. Terrence is currently registered with Chatsworth Securities LLC in Greenwich, Connecticut. Terrence has previously worked at Ocean Cross Capital Markets LLC, Southridge Investment Group LLC, BSI Brokerage, Inc., The Camelot Group, Inc., Morgan Grant Capital Corp., General Securities Corp., Waldron & Co., Inc., Auerbach, Pollack & Richardson Inc., A. G. Edwards & Sons, Inc., Pruco Securities Corporation, The Prudential Insurance Company of America and Amerimutual Corporation.
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
CT
04/15/2014 - Present
Chatsworth Securities LLC (GREENWICH CT)
CT
08/16/2011 - 10/14/2011
OCEAN CROSS CAPITAL MARKETS LLC (WESTPORT CT)
CT
10/26/2010 - 08/16/2011
SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)
CT
03/19/2008 - 12/11/2008
SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)
NY
01/18/2002 - 05/30/2006
BSI BROKERAGE, INC. (NEW YORK NY)
FL
05/11/2000 - 05/04/2001
THE CAMELOT GROUP, INC. (FT LAUDERDALE FL)
NY
07/26/1999 - 02/07/2000
MORGAN GRANT CAPITAL CORP. (GARDEN CITY NY)
MO
10/07/1998 - 12/15/1998
GENERAL SECURITIES CORP (NORTH KANSAS CITY MO)
CA
06/18/1998 - 09/15/1998
WALDRON & CO., INC. (IRVINE CA)
CT
01/25/1995 - 06/11/1998
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
MO
04/20/1990 - 03/04/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
08/23/1989 - 05/09/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/23/1989 - 05/09/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
03/21/1989 - 05/02/1990
AMERIMUTUAL CORPORATION
BC
Issued 04/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2000
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 04/14/2014
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terrence McCrary is the right advisor for you? Invested Better is here to help.