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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Donald Schnare has been a registered representative since 1985 and an Investment Advisor Representative since 2006. Terry is currently registered with LPL Financial LLC and is a registered representative in Florida and Texas. Terry has prior registration experience with multiple firms including Westport Resources Investment Services, Inc., Wells Fargo Advisors, LLC, RBC Dain Rauscher Inc. and A. G. Edwards & Sons, Inc.. Terry is also licensed with the state of Florida.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
07/31/2024 - Present
LPL Financial LLC (NAPLES FL)
FL
03/14/2011 - 04/28/2014
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (NAPLES FL)
FL
08/20/2004 - 03/15/2011
WELLS FARGO ADVISORS, LLC (NAPLES FL)
NY
11/01/2002 - 09/10/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MO
04/08/1994 - 11/21/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
WI
12/17/1985 - 04/08/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 07/06/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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