Terrance Joseph, financial advisor Bethesda MD
90 score

Terrance Joseph

CRD Number: 5615910
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Terrance Joseph (CRD# 5615910) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bethesda, MD and has over 5 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Bethesda MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Michael Treanor, financial advisor Bethesda MD
Michael A. Treanor
CRD# 5446267
Aegis Wealth Management LLC
Score
107
Similar Advisors
John Hensley, financial advisor Bethesda MD
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Sep 2013 - Current 3
Bank Of America, N.a. Washington, DC Dec 2011 - Current 5
Jp Morgan Chase Scarsdale, NY Aug 2013 - Sep 2013 < 1
Unemployed Mt Vernon, NY Apr 2013 - Aug 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated White Plains, NY Jul 2011 - Apr 2013 1
Chase Investment Services New York, NY Apr 2011 - Jul 2011 < 1
Jp Morgan Chase New York, NY Jun 2010 - Jul 2011 1
Sprint Elmsford, NY Jul 2008 - Jul 2010 2
Concordia College Bronxville, NY Feb 2007 - Jul 2008 1
Restoration Hardware White Plains, NY Oct 2006 - Feb 2007 < 1
Stop And Shop Supermarket Eastchester, NY Oct 2004 - Dec 2006 2
Equinox Fitness Center Scarsdale, NY Oct 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Terrance Joseph
Phone Number: 800-637-7455
Registered State(s):
  • DC
  • TX
  • GA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Terrance Joseph and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.