Malcolm Terrell, Msfs Email & Phone Number

I work with great families and first-generation business owners to organize their finances to Avoid Financial Failure. All too often, my clients wanted better out of life but did not necessarily know how to develop to achieve those results. I became that resource to EDUCATE them, and by implementing a financial plan, we discover what events could derail them from Financial Success.I currently hold a Master’s of Science in Accounting and Financial Services, General Securities Representative (Series 7), Investment Advisor Representative (Series 66), and a Greenbelt Six Sigma certification. When I first started as a financial advisor, I found that in every networking event, I was one of a few, and that can be daunting at first, which led me to try to find a way to assist better my community, Which led me to find a like-minded individual named Verlaine Quinniey, I support her and The Connect 757 with the Social Events, where I am a co-Chair for that committee. I also serve the local community by serving on the board of a few non-profits, Veterans Homefront and Arts for Learning VA.Registered Representative of and securities, investment advisory and financial planning services offered through MML Investors Services, LLC, Member SIPC. Supervisory Office: 7101 Wisconsin Ave, Suite 1200, Bethesda, MD 20814. (301) 907-9030. Licensed to sell insurance in FL, MD, NC, NJ, NV, TX and VA. Licensed to sell securities in CA, FL, GA, MD, NC, NJ, NV, TX and VA.

Listed skills include Leadership, Auditing, Active Dod Secret Clearance, Accounting, and 18 others.