Unclaimed
Terry Marynchak is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Terry Marynchak is also a Certified Financial Planner and a Chartered Financial Consultant. Terry Marynchak is a registered investment advisor in Pennsylvania and Texas and holds securities licenses including Series 6, 7, and 63. Terry Marynchak has been working in the securities industry since December 15, 1984. Terry Marynchak previously worked for Mutual Service Corporation, Equity Services, Inc., Advantage Capital Corporation, and Securities Management & Research, 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.
Solicitation fees from 3rd party money managers
1
2
PA
10/31/2018 - Present
Cambridge Investment Research Advisors, Inc. (Washington PA)
PA
01/02/1991 - 08/25/2009
MUTUAL SERVICE CORPORATION (WASHINGTON PA)
VT
09/30/1987 - 12/31/1990
EQUITY SERVICES, INC. (MONTPELIER VT)
NA
05/22/1986 - 10/27/1987
ADVANTAGE CAPITAL CORPORATION
NA
02/23/1984 - 07/29/1985
SECURITIES MANAGEMENT & RESEARCH, INC.
BC
Issued 01/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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