Terrence Mckelvey's Location
Beverly Hills, CA, US
Terrence Mckelvey's Work
- Partner and Wealth Advisor @ Stratos Wealth Partners
- Sr. Vice President - Investments @ The Mutual Fund Store
- Branch Manager - AVP @ KeyCorp
- Portfolio Advisor @ Merrill Lynch
- Business Relationship Manager AVP @ HSBC
- Treasury Senior Service Representative @ Citi
- Financial Advisor @ American Express Financial Advisors
Terrence Mckelvey's Education
- Lincoln University
Bachelor of Science (BS) (Economics)
1995 - 2000
Terrence Mckelvey's Skills
- Leadership
- Estate Planning
- Financial Advisory
- Fiduciary
- Banking
- Registered Investment Advisor
- Fiduciary Services
- Registered Investment
- Retirement Planning
- Financial Planning
Terrence Mckelvey's Summary
Terrence McKelvey, based in Beverly Hills, CA, US, is currently a Partner and Wealth Advisor at Stratos Wealth Partners, bringing experience from previous roles at The Mutual Fund Store, KeyCorp, Merrill Lynch and HSBC. Terrence McKelvey holds a 1995 - 2000 Bachelor of Science (BS) in Economics @ Lincoln University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Fiduciary, Banking and more, Terrence McKelvey contributes valuable insights to the industry. Terrence McKelvey has 5 emails and 1 mobile phone number on RocketReach.
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