Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Mitchell Weinstein is a registered investment advisor representative with Morgan Stanley. Terry has been in the industry since 1984, and has held previous positions with Citigroup Global Markets Inc., CitiCorp Investment Services, and BHCM INC. Terry holds the Series 7, Series 24, Series 63 and Series 65 licenses. Terry is registered in California, Connecticut, Florida, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, and has 9 years of experience working for Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
10/08/2021 - Present
Morgan Stanley (New York NY)
NY
05/29/2007 - 10/11/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/10/1996 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
TX
05/23/1995 - 03/28/1996
BHCM INC. (HOUSTON TX)
NY
06/01/1992 - 05/16/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
03/25/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
FL
02/22/1985 - 04/09/1991
INVESTACORP, INC. (MIAMI FL)
NA
02/24/1987 - 07/01/1988
PORTFOLIO EDGE SECURITIES, INC.
NA
09/10/1984 - 01/09/1985
HOME LIFE EQUITY SALES CORP.
IA
Issued 05/25/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
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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