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Stratos Wealth Partners, Ltd. of Beverly Hills

Terrence McKelvey, CFP®, ChFC®, CRPS®, CRPC®

9595 Wilshire Blvd, Suite 900

Beverly Hills, CA 90212

Cell (716) 202-9195
Fax (440) 991-1205

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By filling out this form, you are providing the data that you enter to Stratos Wealth Partners, Ltd., a financial services firm that serves clients like you.  As a matter of practice, Stratos Wealth Partners, Ltd. does not sell or share your information with any third parties.  They will use the information to contact you for a complimentary review.  If you have any questions , please contact Stratos Wealth Partners, Ltd. at (310) 300-8420.

Investment advice offered through Stratos Wealth Partners, Ltd. a Registered Investment Advisor. Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor located in Beachwood, Ohio. []. More information regarding Stratos may be found at Registration with the SEC does not imply a certain level of skill or training. Public information concerning Stratos Wealth Partners is available at A copy of the Stratos' current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request and/or on this web site at


Stratos may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Stratos' web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Stratos's web site on the Internet should not be construed by any consumer and/or prospective client as Stratos' solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Stratos with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Stratos' current written disclosure Brochure discussing Stratos business operations, services, and fees is available from Stratos upon written request. Stratos does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third-party, whether linked to Stratos' web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed here. When you link to any of the websites provided here, you are leaving this website. The information and opinions contained in any of the material requested from this website are provided by third parties as well. They are for informational purposes only and are not a solicitation to buy or sell any product mentioned. We make no representation as to the completeness or accuracy of the information provided by these third-party websites or third- party materials.


Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Stratos Wealth Partners, LTD), will be profitable or equal any historical performance level(s).


Certain portions of Stratos' website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stratos (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stratos, or from any other investment professional. Stratos Wealth Partners, LTD is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.


Each client and prospective client agree, as a condition precedent to his/her/its access to Stratos' web site, to release and hold harmless Stratos, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stratos.


To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Stratos Wealth Partners, Ltd., the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Stratos Wealth Partners, Ltd., or from any other investment professional.

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