Unclaimed
Terrance Gregory Hughes is a financial advisor with over 23 years of experience in the industry. Terrance has held various positions with different firms, including Leumi Investment Services Inc. and CitiCorp Investment Services. Currently, Terrance is registered with LPL Financial LLC and is an active advisor in both Florida and Illinois. Terrance is a Series 7, Series 24 and Series 65 licensed advisor and holds the SIE designation. Terrance is a dedicated professional who provides financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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
IL
01/23/2025 - Present
LPL Financial LLC (CHICAGO IL)
IL
11/02/2004 - 06/19/2008
LEUMI INVESTMENT SERVICES INC. (CHICAGO IL)
WI
10/26/2000 - 11/08/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
01/14/2000 - 11/13/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
12/18/1996 - 06/02/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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