Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Patrick Cunningham is a financial advisor with CMG Capital Management Group, Inc., providing financial and investment advice for over 30 years. Terrence has a proven track record of success, assisting a wide range of clients, including high-net-worth individuals, with their financial planning and investment needs. He has worked with over 250 different clients, including 221 individuals other than high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
10/09/2020 - Present
CMG Capital Management Group, Inc. (Malvern PA)
NC
02/09/2017 - 06/22/2018
INNOVATION PARTNERS LLC (CHARLOTTE NC)
IL
12/03/2003 - 02/05/2008
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
NY
05/02/2002 - 08/15/2002
BRILL SECURITIES, INC. (NEW YORK NY)
PA
12/31/2000 - 10/05/2001
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
02/19/1998 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IL
02/01/1995 - 05/19/1997
ZURICH KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NA
01/18/1989 - 02/01/1995
KEMPER FINANCIAL SERVICES, INC.
NA
02/12/1987 - 05/19/1988
DREXEL BURNHAM LAMBERT INCORPORATED
NA
06/05/1986 - 01/30/1987
DREXEL BURNHAM LAMBERT INCORPORATED
NA
09/27/1983 - 05/29/1986
JOHN NUVEEN & CO., INCORPORATED
NA
07/07/1982 - 04/27/1983
FEDERATED SECURITIES CORP.
IA
Issued 09/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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