Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terrence? Claim Your ProfileTerrence William Hosty is a financial advisor with over 30 years of experience in the industry. Terrence is registered with Robert W. Baird & Co. Inc. in Cincinnati - Downtown, OH, and is also registered as an Investment Advisor Representative in Texas. Terrence has worked in the financial services industry since 1983, holding previous roles with firms such as J.J.B. HILLIARD, W.L. LYONS, LLC, Wachovia Securities, LLC, and A.G. Edwards & Sons, Inc., among others. Terrence holds Series 7, 9, 10, 63, and 65 licenses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
10/18/2019 - Present
Robert W. Baird & Co. Inc. (Cincinnati - Downtown OH)
OH
09/18/2008 - 10/18/2019
J.J.B. HILLIARD, W.L. LYONS, LLC (CINCINNATI OH)
OH
01/01/2008 - 09/26/2008
WACHOVIA SECURITIES, LLC (BLUE ASH OH)
OH
12/14/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLUE ASH OH)
OH
02/21/2006 - 12/19/2006
CITIGROUP GLOBAL MARKETS INC. (CINCINNATI OH)
OH
12/11/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (CINCINNATI OH)
NJ
01/28/1995 - 01/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/15/1993 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 11/16/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/29/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
12/01/1987 - 09/12/1988
DEAN WITTER REYNOLDS INC.
NA
12/21/1983 - 12/16/1987
E. F. HUTTON & COMPANY INC
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/11/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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