Terrence McKelvey Email & Phone Number
Partner and Wealth Advisor @ Stratos Wealth
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Terrence McKelvey Location
- Beverly Hills, CA, US
Terrence McKelvey Work
- Partner and Wealth Advisor @ (May 2016 - Present)
- Sr. Vice President - Investments @ The Mutual Fund Store (January 2013 - May 2016)
- Branch Manager - AVP @ (April 2011 - March 2012)
- Portfolio Advisor @ (September 2009 - April 2011)
- Business Relationship Manager AVP @ (February 2006 - December 2008)
- Treasury Senior Service Representative @ (May 2003 - February 2006)
- Financial Advisor @ (February 2001 - May 2003)
Terrence McKelvey Education
- Lincoln University
Bachelor of Science (BS) (Economics)
1995-2000 - college for financial planning
- The American College of Financial Services
Terrence McKelvey Skills
- Portfolio Management
- Investments
- Asset Allocation
- Mutual Funds
- Retirement Planning
- Finance
- Investment Advisory
- Asset Management
- Financial Advisory
- Financial Planning
- Wealth Management
- Retirement
- Banking
- Securities
- Risk Management
- Equities
- Leadership
- Estate Planning
- Marketing
- Management
- 401k
- Separately Managed Accounts
- Roth IRA
- Traditional IRA
- SEP IRA
- 403 b
- Simple IRA
- Registered Investment Advisor
- 401k Rollovers
- Tactical Asset Allocation
- 457 Plans
- Fiduciary
- Fiduciary Services
- Fiduciary Management
- Registered Investment
- Tactical Asset
- Separately Managed
Terrence McKelvey Summary
- Terrence McKelvey, based in Beverly Hills, CA, US, is currently a Partner and Wealth Advisor at Stratos Wealth Partners. Terrence McKelvey brings 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 Portfolio Management, Investments, Asset Allocation, Mutual Funds, Retirement Planning and more. Terrence McKelvey has 5 emails and 3 mobile phone numbers on RocketReach.
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