Terence Dolan Jr.
Professional Summary
Terence Dolan JR., who also goes by Terence Patrick Dolan Jr, Terence Patrick Dolan, is a registered financial advisor currently at TRADEPRO SECURITIES, LLC. located in Jupiter , Florida. Terence is registered as a RR (Registered Representative) and started their career in finance in 1999. Terence has worked at 5 firms and has passed the Series 63, Series 99TO, Series 57TO, SIE, Series 55, Series 7, Series 4, Series 12 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terence Patrick Dolan Jr, Terence Patrick Dolan
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
AUTOSHARES | TRADEPRO SECURITIES,INC. | TRADEPRO SECURITIES, LLC. | TRADEPRO SECURITIES, INC. | SOUTHERN TRUST SECURITIES, INC. | SOUTHERN TRUST SECURITIES ASSET MANAGEMENT, INC. | PEAK EXECUTION SERVICES | CIS ASSET MANAGEMENT, INC | CAPITAL INVESTMENT SERVICES, INC.
Contact Information
Main Address
340 Congress Parkway,, Lawrenceville, GA 30044Mailing Address
340 Congress Parkway,, Lawrenceville, GA 30044Phone Number
(305) 446-4800Established
Florida since 06/10/1999Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2007Series 12 — NYSE Branch Manager Examination
Passed Jun 1998SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Terence Dolan JR.'s CRS (Customer Relationship Summary).
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