Terrence SheehanCRD Number: 4613772
Current Firm: Gsv Investment Advisors LLC
Terrence Sheehan (CRD# 4613772) is an Investment Advisor Representative working at Gsv Investment Advisors LLC in Beach Park, IL and has over 14 years of experience in the finance industry.
Nfp Advisor Services, LLC
Jordan Financial Life Planning
Financial Service Group Inc.
|Gentry Private Wealth Management LLC||New York, NY||Oct 2012 - Current||4|
|Gentry Securities LLC||New York, NY||Oct 2012 - Current||4|
|Lpl Financial||Beach Park, IL||Sep 2009 - Current||8|
|Mutual Service Corporation||Beach Park, IL||Feb 2009 - Sep 2009||< 1|
|Prim Fncl Svces||Libertyville, IL||Apr 2002 - Feb 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2003|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management169MILLIONS
Total Number of Accounts315ACCOUNTS
Average Account Value$536,829
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.