Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence Hawkins is a financial advisor with Trajan Wealth, LLC. Terrence has been a registered representative since 2011, and has worked at several firms prior to joining Trajan Wealth. Terrence specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Terrence is also a licensed insurance agent. Terrence holds the Series 6, 7, 65, and SIE licenses and is licensed in Illinois. Terrence is committed to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1031 advisory fees
1
2
AZ
06/06/2024 - Present
Trajan Wealth, LLC (SCOTTSDALE AZ)
IL
07/14/2022 - 03/13/2024
HALO SECURITIES, LLC (Chicago IL)
IL
04/10/2012 - 07/18/2022
MORNINGSTAR INVESTMENT SERVICES LLC (CHICAGO IL)
IL
12/06/2011 - 02/02/2012
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
IA
Issued 10/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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