Terrell CannonCRD Number: 5623397
Current Firm: Fifth Third Securities, Inc.
Terrell Cannon (CRD# 5623397) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Parma, OH and has over 3 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Fifth Third Securities||Parma, OH||May 2016 - Current||< 1|
|Fifth Third Bank||Parma, OH||Apr 2016 - Current||< 1|
|Pnc Bank||Rocky River, OH||Sep 2014 - Apr 2016||1|
|Pnc Investments||Rocky River, OH||Sep 2014 - Apr 2016||1|
|Key Investment Services LLC||Cleveland, OH||Jan 2013 - Sep 2014||1|
|Keybank||Cleveland, OH||Nov 2012 - Sep 2014||1|
|J.p. Morgan Securities LLC||Independence, OH||Oct 2012 - Nov 2012||< 1|
|Chase Investment Services Corp||Independence, OH||Nov 2008 - Nov 2012||4|
|Jp Morgan Chase Bank Na||Independence, OH||Nov 2008 - Nov 2012||4|
|Key Bank||Brooklyn, OH||Feb 2008 - Nov 2008||< 1|
|Enterprise Car Rental||Beachwood, OH||May 2005 - Feb 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management813MILLIONS
Total Number of Accounts4,744ACCOUNTS
Average Account Value$171,395
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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.