Broker Check

3208 West Genesee Street
Syracuse, NY 13219


The Terzolo Financial Group, Inc.

(315) 484-1020

Shelly Terzolo

Shelly Terzolo

Financial Advisor

  • B.S. LeMoyne College, 1981;
  • A.A.S. Onondaga Community College, 1979;
  • Certified Senior Advisor (R);
  • Independent Financial Advisor with H.D. Vest Investment Services+ in New York, North Carolina and Tennessee
  • Series 6 - Investment Company Products/Variable Contracts Representative Series 63 - Uniform Securities Agent State Law Exam in New York, Virginia, North Carolina, Massachusetts, Tennessee and California;
  • Life and Health Insurance Licensed in New York, Massachusetts,California, North Carolina, Tennessee and Virginia
  • Manages 8 Wealth Management Issues (R) for Clients, FAFSA Preparation.
  • For a complimentary financial analysis click here to connect with Shelly Terzolo.

+These services are offered by Shelly T. Terzolo through her affiliation with H.D.Vest Investment Services SM and H.D. Vest Advisory Services SM.


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