Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence O'donnell Faulkner is a licensed financial advisor who has been in the industry for over 20 years. Terrence has extensive experience working with a variety of clients, including individuals, families, and businesses. Terrence is currently registered with Northwestern Mutual Investment Services, LLC and holds Series 6, 63, and SIE licenses. Terrence is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WI
01/20/2023 - Present
Northwestern Mutual Investment Services, LLC (FRANKLIN WI)
NY
06/24/2002 - 09/04/2002
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
10/17/2000 - 02/08/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 03/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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