Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Edmond Sanctis is an active investment advisor representative with Robert W. Baird & Co. Inc. based in Pittsburgh - Wexford, PA. Terence has been in the industry since 1986 and holds multiple securities licenses including Series 7, 6, 63, 65, and 72. Terence's previous experience includes positions at PNC Investments, J.J.B. HILLIARD, W.L. LYONS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Terence provides financial planning services, pension consulting and investment management services for individuals, businesses, investment companies and pooled investment vehicles.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
06/12/2021 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
09/19/2018 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (Cranberry Township PA)
PA
01/01/2004 - 09/20/2018
PNC INVESTMENTS (CRANBERRY PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/01/1994 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
VA
07/03/1991 - 03/09/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
MN
01/22/1990 - 07/01/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/22/1990 - 07/01/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
09/29/1986 - 12/01/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
01/25/1983 - 01/24/1985
FEDERATED SECURITIES CORP.
IA
Issued 09/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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