Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Hart is an active investment advisor representative with Hightower Advisors, LLC. Terrence has been in the industry for over 10 years and has a Series 7TO, SIE and Series 66 license. Terrence is registered in New York and works out of the firm's New York and Chicago offices. Terrence's specializations include working with individuals, high net worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and insurance companies. Terrence focuses on providing investment advice and financial planning services.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
02/26/2024 - Present
Hightower Advisors, LLC (New York NY)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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