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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 Hatch is an investment advisor representative with Summit Global Investments, LLC based in Bountiful, UT. Terry holds a Series 65 license, Uniform Investment Adviser Law Examination, and has passed the Securities Industry Essentials Examination. Terry has worked in the financial industry since November 2008 and joined Summit Global Investments in February 2024. Terry specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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UT
02/13/2025 - Present
Summit Global Investments, LLC (BOUNTIFUL UT)
IA
Issued 06/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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