Unclaimed
Terence Damian Battle is a registered representative with Centerview Partners LLC based in San Francisco, CA. Terence Battle has been in the securities industry since 2014 and holds Series 63, Series 7TO, Series 79, SIE and Series 24 licenses. Terence Battle is also registered with the state of California. Terence Battle was previously employed by Goldman Sachs & Co. LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
CA
01/02/2019 - Present
Centerview Partners LLC (SAN FRANCISCO CA)
NY
08/22/2014 - 12/11/2018
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
BC
Issued 01/30/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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