Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Lee Bennett is a registered investment advisor representative with Mainstay Capital Management, LLC. Terry is a highly experienced financial professional with over 25 years of experience in the industry. Terry specializes in providing financial planning, investment management, and educational seminars for individuals and families. Prior to joining Mainstay Capital Management, Terry held positions at PRUCO SECURITIES, LLC., Oppenheimer & Co. Inc. and First of Michigan Corporation. Terry is committed to helping clients achieve their financial goals.
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.
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.
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MI
12/17/2020 - Present
Mainstay Capital Management, LLC (GRAND BLANC MI)
MI
02/28/2017 - 01/27/2020
PRUCO SECURITIES, LLC. (TROY MI)
MI
01/01/1999 - 02/27/2017
OPPENHEIMER & CO. INC. (PORT HURON MI)
MI
12/19/1994 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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