Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence J. Hankerson is an Investment Advisor Representative at UBS Financial Services Inc., a firm with over $50 billion in assets under management. He is registered in Wisconsin and Texas and has held Series 65 and 63 licenses since 1998 and 1985 respectively. Terrence is a financial professional with over 35 years of experience in the industry, specializing in financial planning, pension consulting, and portfolio management for individuals and businesses. He is known for providing personalized advice and helping his clients achieve their financial goals.
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.
See schedule d - miscellaneous
1
2
WI
08/09/1989 - Present
UBS Financial Services Inc. (MADISON WI)
NA
11/20/1985 - 08/02/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/1987
Series 4 - Registered Options Principal Examination
BC
Issued 01/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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