Terry Finkel Email & Phone Number | Senior Vice President-Investments

Terry Finkel

Senior Vice President-Investments
Chicago, Illinois, United States

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Terry Finkel’s Email tfinkel@upsecurities.com

Terry Finkel’s Phone Numbers +1800-444-****

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Terry Finkel’s Location Chicago, Illinois, United States

Terry Finkel’s Current Industry Uhlmann Price Securities, LLC

Terry Finkel’s Prior Industry Wells Fargo Advisors | A.G. Edwards & Sons, Inc. | Merrill Lynch

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Work Experience

Uhlmann Price Securities, LLC

Senior Vice-President Financial Consultant

2012-11-01 - Present

Wells Fargo Advisors

Associate Vice President-Investments

2009-03-01 - 2012-11-01

A.G. Edwards & Sons, Inc.

Associate Vice President-Investments

1995-08-01 - 2009-03-01

Merrill Lynch

Financial Consultant

1985-11-01 - 1995-08-01

Skills

traditional & alternative investments diversified portfolio management feebased commissionbased accounts retirement planning asset allocation estate planning commodity index & managed futures limited partnerships members finra sipc nfa

Languages

FAQ About Terry Finkel

Terry Finkel is located at
Chicago, Illinois, United States

Terry Finkel is a Senior Vice President-Investments

Terry Finkel currently works in the Uhlmann Price Securities, LLC |

Terry Finkel speaks the following languages: English

Terry Finkel has prior
experience in the following industries:
Wells Fargo Advisors | A.G. Edwards & Sons, Inc. | Merrill Lynch

Terry Finkel has the following professional experience:
Uhlmann Price Securities, LLC | Wells Fargo Advisors | A.G. Edwards & Sons, Inc. | Merrill Lynch