Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Tormey is a financial professional with over 35 years of experience in the industry. Terrence is currently registered with Osaic Wealth, Inc. in Florida. Terrence has previously been affiliated with other firms including SAGEPOINT FINANCIAL, INC. in Florida, LPL FINANCIAL LLC in New York, NATIONAL PLANNING CORPORATION in New York, and CADARET, GRANT & CO., INC. in New York.
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.
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2
FL
09/01/2023 - Present
Osaic Wealth, Inc. (DELRAY BEACH FL)
FL
04/06/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (DELRAY BEACH FL)
NY
11/29/2017 - 04/11/2018
LPL FINANCIAL LLC (Syracuse NY)
NY
02/03/2016 - 11/29/2017
NATIONAL PLANNING CORPORATION (Syracuse NY)
NY
09/25/2013 - 02/02/2016
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
09/25/2003 - 09/19/2013
PARK AVENUE SECURITIES LLC (EAST SYRACUSE NY)
NY
07/03/2001 - 06/03/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/30/1999 - 05/03/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
CT
01/14/1999 - 12/31/1999
USI SECURITIES, INC. (GLASTONBURY CT)
MA
10/19/1998 - 12/31/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
07/08/1991 - 12/04/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
12/15/1987 - 03/27/1991
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
12/04/1986 - 03/27/1991
NML EQUITY SERVICES, INC. (MILWAUKEE WI)
BC
Issued 12/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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