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128 N. May Street Floor 2, Chicago, IL 60607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-05-16 |
Branch Locations
128 N. May Street Floor 2, Chicago, IL 60607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chicago | IL | 09/2009 | 12/2017 |
| Bank Of America, Na | Chicago | IL | 12/2009 | 12/2017 |
| Fsic | Chicago | IL | 01/2018 | Present |
| United Advisors Services, Llc | Chicago | IL | 01/2018 | Present |
| Lake Street Financial, Llc | Chicago | IL | 04/2018 | Present |
Mr. Terzo is licensed as an insurance agent in Illinois and as such may offer and sell insurance products for a commission. This activity requires five hours, monthly. In addition, he is registered as a registered representative of FSIC, a registered broker-dealer and may recommend brokerage trades and receive commissions thereon. This activity takes approximately five hours, monthly.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
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