Terrence Lavergne Monroe
Professional Summary
Terrence Lavergne Monroe, who also goes by Terrence Laverge Monroe, was a registered financial advisor. Terrence was a previously registered financial professional and started their career in finance 1980 - 1988. Terrence had worked at 7 firms and has passed the Series 3, Series 7, Series 52, Series 24, Series 27, Series 4 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terrence Laverge Monroe
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
46 years in the financial services industry
Current & Past Employments
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Current Firm
GREAT LAKES EQUITIES CO.
Contact Information
Established
Michigan since 11/24/1984Firm Type
CorporationDocuments
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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.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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