Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Babe is a financial advisor with over 20 years of experience in the industry. Terrence has worked with various firms, including Goldman Sachs & Co. LLC, ThinkEquity Partners LLC, and Kemper Distributors, Inc., before joining The Ayco Company, LP in 2018. Terrence specializes in providing financial planning, portfolio management, and educational seminars for high-net-worth individuals, businesses, and charitable organizations.
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.
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
MI
02/23/2018 - Present
THE Ayco Company, LP (TROY MI)
MI
02/23/2018 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (TROY MI)
NY
05/27/2009 - 02/26/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
IL
07/11/2005 - 05/07/2008
THINKEQUITY PARTNERS LLC (CHICAGO IL)
IL
11/29/1999 - 04/12/2005
ZACKS & COMPANY (CHICAGO IL)
IL
04/16/1999 - 06/25/1999
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 01/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 04/26/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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