Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Steele is a financial advisor with over 35 years of experience in the industry. Terry currently works at Merrill Lynch, Pierce, Fenner & Smith Inc., and has previously worked at Wachovia Securities, LLC, First Union Brokerage Services, Inc., The Huntington Investment Company, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Terry holds Series 7, 24, 63 and 65 licenses. Terry Steele provides a variety of investment advisory services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/05/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (GREENVILLE SC)
SC
10/01/2000 - 02/24/2009
WACHOVIA SECURITIES, LLC (GREENVILLE SC)
NC
03/02/1995 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OH
03/02/1987 - 03/01/1995
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NA
08/21/1985 - 03/12/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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