Terry Levenberg, financial advisor Reno NV
90 score

Terry Levenberg

CRD Number: 6070930
Current Firm: Charles Schwab & Company, Inc.

Terry Levenberg (CRD# 6070930) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Reno, NV and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Reno, NV Jan 2015 - Current 1
Charles Schwab & Company, Inc. Reno, NV Nov 2014 - Current 2
Bank Of America Reno, NV Jul 2014 - Nov 2014 < 1
Suntrust Investment Services, Inc. Atlanta, GA Jun 2013 - Jun 2014 1
Suntrust Bank Silver Springs, MD Apr 2013 - Jun 2014 1
Wells Fargo Advisors LLC Washington, DC May 2012 - Apr 2013 < 1
Wells Fargo Bank Na Washington, DC Aug 2009 - Apr 2013 3
Unemployed New York, NY Apr 2009 - Jul 2009 < 1
Commerce New York, NY Feb 2008 - Apr 2009 1
Unemployed New York, NY Nov 2007 - Feb 2008 < 1
Mckenna Bros Craft Service New York, NY Mar 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Terry M. Levenberg
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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