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.
Jeffrey A Bogart Investment Advisor
|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
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