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VT

Vincent M. Terhune

SCHLITT INVESTOR SERVICES | Investment Consultant
Vero Beach, FL 32960-0867
Some features on this profile are disabled
CRD#: 7278578
VT

Professional summary

Vincent Michael Terhune, who also goes by VIncent Michael Terhune III, Vincent Michael Terhune, Vincent Terhune, Vinnie Michael Terhune III, Vinnie Terhune, is a registered financial professional currently at SCHLITT INVESTOR SERVICES, INC. located in Vero Beach, Florida.

Vincent is registered as a RR (Registered Representative) and started their career in finance in 2021. Vincent has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

Biography

As an Investment Consultant, I partner with clients to help build strategic plans that address their current and future financial goals. I have a strong passion in delivering white glove customer service to each and every client.
top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Vincent Michael Terhune Iii | Vincent Michael Terhune | Vincent Terhune | Vinnie Michael Terhune Iii | Vinnie Terhune

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Vincent Michael Terhune's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Education

Florida State University

Bachelor of Criminal Justice - Criminology

2013

Experience

Current

April 4, 2023 - Present

SCHLITT INVESTOR SERVICES, INC.

Office #1: 1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
BD
CRD#: 16071
Vero Beach, FL
Past

August 25, 2022 - March 6, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SARASOTA, FL
Past

March 12, 2021 - March 3, 2023

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SARASOTA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(4/10/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/12/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/19/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/14/2021
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

SI
SCHLITT INVESTOR SERVICES, INC.
SCHLITT INVESTOR SERVICES, INC.

CRD#: 16071 / SEC#: , 8-34202

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Mailing Address
1717 Indian River Blvd-ste 300, Vero Beach, FL 32960-0867
Phone number
(772) 567-1188
Established
Florida since 10/31/1984
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SCHLITT, JEFFREY MICHAELVICE PRESIDENT/SECRETARY4126256
SCHLITT, ROBERT WILLIAM JRPRESIDENT/TREAS/CCO1403831

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHLITT INVESTOR SERVICES, INC.

Investment ConsultantCRD#: 16071Vero Beach, FL 32960-0867

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