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. Lydecker is a financial advisor currently registered with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Terry has been in the industry since 2011 and holds several industry licenses including Series 6, 63, 65 and SIE. Terry's experience includes working with clients including high-net-worth individuals, corporations and charitable organizations. Terry also has prior experience with KEY Investment Services LLC and MSI Financial Services, Inc. Terry's primary office is located in Warwick, NY.
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
02/14/2023 - Present
J.p. Morgan Securities LLC (WARWICK NY)
NY
12/20/2022 - 02/07/2023
KEY INVESTMENT SERVICES LLC (Middletown NY)
NY
07/02/2019 - 09/17/2022
J.P. MORGAN SECURITIES LLC (WARWICK NY)
NJ
03/25/2017 - 05/12/2017
MML INVESTORS SERVICES, LLC (PARAMUS NJ)
NJ
10/31/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PARAMUS NJ)
BC
Issued 07/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terry Lydecker is the right advisor for you? Invested Better is here to help.
