Unclaimed
Terrington Lyndell Myles is a registered representative with Principal Securities, Inc. Terrington has over 6 years of experience in the financial services industry. Terrington has worked for other firms such as Vanguard Marketing Corporation and Fidelity Brokerage Services LLC. Terrington holds a Series 7, Series 63, and Series 66 license, as well as the SIE exam. Terrington has a specializations in retirement planning, college savings, estate planning and investment management. Terrington is registered to provide investment advisory services in North Carolina and Iowa. Terrington also is registered to provide investment advisory services in North Carolina. Terrington's firm, Principal Securities, Inc., is a full-service broker-dealer and investment advisor. The firm provides investment advisory services to a variety of clients, including individuals, families, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
08/28/2024 - Present
Principal Securities, Inc. (Charlotte NC)
NC
12/16/2020 - 10/04/2023
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NC
05/20/2020 - 10/06/2020
FIDELITY BROKERAGE SERVICES LLC (CHARLOTTE NC)
NC
08/14/2017 - 05/21/2020
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 09/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Terrington Myles is the right advisor for you? Invested Better is here to help.