Unclaimed
Terrence C. Vause is an investment advisor representative with Commonwealth Financial Network and Pillar Financial Group. Terrence has been in the financial services industry since January 2001. Terrence holds a Series 6 and Series 63 licenses, as well as a Series 65 license and the SIE exam. Terrence is registered in 14 states to provide investment advisory services and is registered as a broker-dealer in 13 states. Terrence is also the owner of Invest Northwest Financial, LLC and INW Investments, LLC. Terrence specializes in providing financial planning, portfolio management, and educational seminars.
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.
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
09/22/2023 - Present
Commonwealth Financial Network (SAN DIEGO CA)
WA
03/25/2017 - 09/28/2023
MML INVESTORS SERVICES, LLC (Kennewick WA)
WA
01/08/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
01/08/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (KENNEWICK WA)
IA
Issued 09/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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