Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Hall is a financial advisor at SRS Capital Advisors, LLC. Terry has been in the industry since 1995, working for firms including NYLIFE Securities Inc. and Omnivest, Inc. Terry is licensed in Colorado and holds the Series 6, Series 63, and Series 65 licenses. Terry is also a Certified Financial Planner. Terry's primary areas of focus are financial planning, portfolio management for individuals, and publication of periodicals. Terry is committed to providing quality financial advice to individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
1
2
CO
12/13/2016 - Present
SRS Capital Advisors, LLC (DENVER CO)
CO
03/19/2003 - 08/26/2011
OMNIVEST, INC. (ENGLEWOOD CO)
NY
02/17/1995 - 04/09/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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