Terence Belfor
Terence Belfor is a registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terence is an officer (secretary) of Advanced Facialdontics LLC since 2016, dedicating minimal time to the business. Intellectual property was purchased from Advanced Facialdontics LLC by a public company, partially for shares in the public company VIVOS and also a royalty agreement for selling one of Advanced Facialdontics' products.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.