Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrance? Claim Your ProfileTerrance Lemar Hayes is an investment advisor representative with Charles Schwab & Co., Inc. Terrance is registered with FINRA and the Securities and Exchange Commission (SEC). Terrance is licensed to provide investment advice in various states. Terrance has experience in the financial services industry since 2021. Prior to joining Charles Schwab & Co., Inc., Terrance worked at First Command Brokerage Services, Inc. Terrance holds Series 66, Series 7, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
06/06/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
VA
08/13/2021 - 06/27/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (WOODBRIDGE VA)
BOTH
Issued 09/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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