Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terri? Claim Your ProfileTerri Torregrossa is a financial professional with over 14 years of experience in the industry. Terri is a registered representative with KEY Investment Services LLC. Terri has a wide range of experience working with various clients, including high-net-worth individuals, corporations, and institutions. Terri provides advisory services including portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
03/26/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
10/16/2007 - 11/29/2010
CHASE INVESTMENT SERVICES CORP. (ROCHESTER NY)
BOTH
Issued 05/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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