Terence L. Morrissey
Professional summary
Terence Landry Morrissey, who also goes by Terence Morrissey, is a registered financial professional currently at OPAL SECURITIES, INC. located in New York, New York and BG WORLDWIDE SECURITIES, INC. located in Westlake Village, California.
Terence is registered as a RR (Registered Representative) and started their career in finance in 2021. Terence has worked at 7 firms and has passed the Series 99TO, Series 7TO, SIE, Series 24 and Series 27 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Terence Landry Morrissey's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2021 - Present
OPAL SECURITIES, INC.
Office #1: 251 W 30th St 5th Floor, New York, NY 10001February 16, 2022 - Present
BG WORLDWIDE SECURITIES, INC.
Office #1: 340 North Westlake Blvd. Suite 160, Westlake Village, CA 91362February 16, 2022 - Present
GREAT PACIFIC SECURITIES
Office #1: 151 Kalmus Drive, Building H8, Costa Mesa, CA 92626January 6, 2023 - Present
CAPCONNECT+ EMARKETS
Office #1: 340 North Westlake Blvd., Suite 160, Westlake Village, CA 91362May 16, 2024 - Present
HONEY BADGER INVESTMENT SECURITIES, LLC
Office #1: 30 Corporate Park Suite 410, Irvine, CA 92606September 9, 2021 - May 12, 2025
EBISU SECURITIES INC.
July 22, 2021 - November 23, 2021
ALPHALEDGER MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 4/17/2023
Operations Professional ExaminationSeries 7TO
Date: 1/29/2021
General Securities Representative ExaminationFINRA
Investors' Exchange LLC
Current Firm
HONEY BADGER INVESTMENT SECURITIES, LLC
CRD#: 285387 / SEC#: , 8-69838
Contact information
FINRA licenses (11 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LEE, JOSEPH JAMES | CEO, MUNI PRINCIPAL, MANAGING MEMBER | 4495616 |
| THE LEE FAMILY TRUST | SHAREHOLDER, MEMBER | |
| LEE, JOSEPH JYH-CHUNG | TRUSTEE OF THE LEE FAMILY TRUST | 6712135 |
| LEE, SOU-LIN HELEN | TRUSTEE OF THE LEE FAMILY TRUST | 6712140 |
| ONESTO, RICHARD ERNEST | FINOP, PFO, POO | 2453096 |
| SWEENEY, BRIAN PATRICK | CCO | 4174087 |
Red Flags
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