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Terrance Leroy Holmes

Truist Investment Services, Inc.

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About Terrance Leroy Holmes

Terrance Leroy Holmes is a financial advisor with Truist Investment Services, Inc. Terrance Holmes has over 20 years of experience in the financial services industry. Terrance Holmes is registered with the state of North Carolina as well as 52 other states and has passed the Series 6, 7, and SIE exams. Terrance Holmes was previously affiliated with BB&T Securities, LLC, MML Investors Services, LLC, BB&T Investment Services, Inc., P.J. Robb Variable Corporation, and Vanguard Marketing Corporation.

Firm Information

Terrance Holmes is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Terrance Holmes’s Registration & Firm History

NC

02/17/2021 - Present

Truist Investment Services, Inc. (CHARLOTTE NC)

NC

04/29/2019 - 02/17/2021

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

02/28/2018 - 04/26/2019

MML INVESTORS SERVICES, LLC (CHARLOTTE NC)

NC

01/02/2018 - 01/05/2018

BB&T SECURITIES, LLC (CHARLOTTE NC)

NC

08/12/2014 - 01/02/2018

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

NC

07/16/2009 - 08/13/2014

P.J. ROBB VARIABLE CORPORATION (CHARLOTTE NC)

NC

02/04/1999 - 08/08/2008

VANGUARD MARKETING CORPORATION (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 02/17/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2003

Series 7 - General Securities Representative Examination

BC

Issued 02/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrance Leroy Holmes.
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