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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 Lynn Haines is an active investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Waxhaw, NC. Terry Haines has been in the industry since 1992 and has experience working with HD Vest Investment Services and PFS Investments Inc.. Terry Lynn Haines has a wide range of experience and expertise, and is able to offer a variety of financial planning and investment services to clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
06/11/2019 - Present
Cambridge Investment Research Advisors, Inc. (Waxhaw NC)
NC
01/19/2011 - 06/07/2019
HD VEST INVESTMENT SERVICES (Waxhaw NC)
NC
10/15/1999 - 01/20/2011
PFS INVESTMENTS INC. (WAXHAW NC)
IA
08/13/1992 - 06/08/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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