Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry K. Dunne is a financial advisor with over 15 years of experience in the financial services industry. Terry has worked for several prominent firms including Goldman, Sachs & Co., Credit Suisse Securities (USA) LLC, and BNP Paribas Securities Corp. Terry currently works for J.P. Morgan Securities LLC. Terry's specialties include investments, retirement planning, and financial planning. Terry is a Series 7, 16, and SIE licensed professional.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/24/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/22/2017 - 09/04/2018
CHINA RENAISSANCE SECURITIES (US) INC. (NEW YORK NY)
NY
05/28/2015 - 12/20/2016
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
NY
11/04/2011 - 05/20/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
01/21/2010 - 11/01/2011
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
11/15/2004 - 09/08/2008
ABN AMRO INCORPORATED (GREENWICH CT)
NY
03/29/2000 - 05/24/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/18/2012
Series 4 - Registered Options Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/08/2004
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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