Terrence McKelvey

Partner & Wealth Advisor at Stratos Wealth Partners - Shaker Heights, OH, US

Terrence McKelvey's Contact Details
HQ
866-553-9882
Location
Beverly Hills, California, United States
Company
Stratos Wealth Partners
Terrence McKelvey's Company Details
Stratos Wealth Partners logo, Stratos Wealth Partners contact details

Stratos Wealth Partners

Shaker Heights, OH, US • 500 - 999 Employees
Financial Services

Headquartered in Beachwood, Ohio, Stratos Wealth Partners is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 275 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 50 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. Although independently founded and structured, the firm is pleased to be powered by LPL Financial. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience.Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through Stratos Wealth Partners Ltd., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit www.stratoswealthpartners.com

Financial Planning Retirement Planning Wealth Management Financial Services Financial Advisory Services
Details about Stratos Wealth Partners
Frequently Asked Questions about Terrence McKelvey
Terrence McKelvey currently works for Stratos Wealth Partners.
Terrence McKelvey's role at Stratos Wealth Partners is Partner & Wealth Advisor.
Terrence McKelvey's email address is ***@stratoswealthpartners.com. To view Terrence McKelvey's full email address, please signup to ConnectPlex.
Terrence McKelvey works in the Financial Services industry.
Terrence McKelvey's colleagues at Stratos Wealth Partners are Taylor Salisbury, Lilly Emerson, Victoria Bieler, Grant CLU®, Beau Mercer, Thomas Cash, Steve Reising and others.
Terrence McKelvey's phone number is 866-553-9882
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