Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry McEvoy is an Investment Advisor Representative with Stephens, based in Portland, ME. Terry has been in the financial industry since 1997 and has a range of experience across different firms. Terry is a Chartered Financial Analyst and holds Series 7, Series 63, and Series 87 licenses. Terry offers a variety of financial planning and investment services to individuals, businesses and institutions. Previous experience includes time with Sterne, Agee & Leach, Inc., Oppenheimer & Co. Inc. and RBC Dain Rauscher Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
ME
09/24/2018 - Present
Stephens (Portland ME)
ME
05/14/2014 - 04/27/2015
STERNE, AGEE & LEACH, INC. (PORTLAND ME)
ME
11/27/2001 - 05/01/2014
OPPENHEIMER & CO. INC. (PORTLAND ME)
NY
11/01/2001 - 11/20/2001
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
11/01/1999 - 11/05/2001
TUCKER ANTHONY INCORPORATED (BOSTON MA)
WI
05/03/1999 - 11/01/1999
TUCKER ANTHONY CLEARY GULL (MILWAUKEE WI)
MA
12/04/1997 - 05/03/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 03/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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