Terry LevenbergCRD 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 5 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Charles Schwab Bank||Reno, NV||Jan 2015 - Current||2|
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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