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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Allen Crenshaw is a financial advisor with over 40 years of experience in the industry. Terry currently works with Global Retirement Partners LLC and focuses on providing financial planning and portfolio management services for individuals, businesses, and pension plans. Terry has a broad range of experience, having previously worked with OSAIC FS, INC. and New England Securities. Terry has held registrations in many states and has earned several professional designations.
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.
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
SC
07/18/2024 - Present
Global Retirement Partners LLC (Columbia SC)
SC
07/11/2003 - 07/22/2024
OSAIC FS, INC. (COLUMBIA SC)
NY
02/21/2001 - 07/03/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
03/26/1984 - 01/26/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/26/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/15/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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