Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry L Cloonan is a financial advisor registered with National Financial Services LLC. Terry has been in the financial services industry since August 13, 2001. Terry is a registered representative with FINRA and is also a licensed investment advisor in the state of Rhode Island. Terry is currently located at the National Financial Services LLC office in Smithfield, RI.
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.
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.
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RI
12/21/2007 - Present
National Financial Services LLC (SMITHFIELD RI)
MA
06/13/2002 - 11/01/2007
MOORS & CABOT, INC. (BOSTON MA)
IN
07/11/2000 - 06/28/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 09/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2013
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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