Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Smith has been in the financial services industry since December 2002. Terence is currently registered with Planmember Securities Corp. in Arizona, California, Florida, South Carolina, and Tennessee. Terence is also registered as an Investment Advisor Representative in Arizona. Terence has prior experience working with Securities America, Inc. and Horace Mann Investors Inc. Terence has a broad range of experience and can provide investment supervisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Provides investment supervisory services
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.
1
2
CA
11/10/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
AZ
09/29/2010 - 11/04/2020
SECURITIES AMERICA, INC. (FLAGSTAFF AZ)
FL
03/03/2010 - 11/16/2010
HORACE MANN INVESTORS INC (ZEPHYRHILLS FL)
FL
02/27/2008 - 05/09/2008
ALLSTATE FINANCIAL SERVICES, LLC (ZEPHYRHILLS FL)
TX
02/13/2001 - 03/07/2008
AIG RETIREMENT ADVISORS, INC. (HOUSTON TX)
TX
02/13/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BC
Issued 05/23/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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