Michael Hugh Terpin
Financial Consultant | Stock Broker
I am available to help you improve your financial status. I am experienced in all stages of the investment and trading process for the financial markets.

About Me
Professional Broker and Investment Adviser, specialized in Providing advice about Securities
I am a Financial consultant and stock broker with over fourteen(14) years of experience in the stock market. I have passed five(5) broker qualification examinations with fourteen(14) state licenses and I am fully accredited by FINRA and other top brokerage regulatory organizations.


Broker Qualification
Examinations
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Additional information including professional designations is available in the FINRA Detailed Report.
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Series 66 - Uniform Combined State Law ExaminationState Securities Law Exam (Aug 13, 2008)
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SIE - Securities Industry Essentials ExaminationGeneral Industry/Products Exam (Oct 1, 2018)
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Series 7 - General Securities Representative ExaminationGeneral Industry/Products Exam (Jul 30, 2008)
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Series 52TO - Municipal Securities Representative ExaminationGeneral Industry/Products Exam (Jan 2, 2023)
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Series 99TO - Operations Professional ExaminationGeneral Industry/Products Exam (Jan 2, 2023)
More than 1,000 clients trust me to handle their investment portfolios efficiently
I build immersive & functional investment strategies. Are you in need of transparent guidance and a more effective trading strategy?
Consultation
Terms of payment
Reaching an agreement
My Work Experience
Experienced Broker and Investment Adviser with a strong focus on providing strategic advice in the securities and investment sector. Passionate about helping clients make informed financial decisions and grow their portfolios confidently.
MARINER WEALTH ADVISORS (CRD#:140195)
Investment Adviser
MARINER WEALTH ADVISORS (CRD#:140195)
Investment Adviser
MSEC, LLC (CRD#:154327)
Stock Broker
(10 years)
BOK FINANCIAL SECURITIES, INC. (CRD#:17530)
Stock Broker | Investment Adviser
(Less than 1 year)
EDWARD JONES (CRD#:250)
Stock Broker | Investment Adviser
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Working with Michael Hugh Terpin has been a game changer for my financial goals. His advice is always spot-on and backed by deep industry knowledge.

If you’re serious about building wealth and financial security, Michael is the person to talk to. He breaks down complex topics into simple, actionable steps.

Thanks to Michael’s guidance, I was able to diversify my portfolio and avoid costly mistakes. His foresight is invaluable.
A Guarantee of Achieving the Desired Result!
The specialists of our company will provide you with expert advice on any issue that interests you.
- Experienced financial consultant
- Speed and reliability
- An integrated approach

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