Terrence Joseph Oliss
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Jan 2026 to now
- Charles Schwab Bank, SsbJan 2026 to now
- Key Investment Services, LLCOct 2023 to Dec 2025
- KeybankMay 2022 to Dec 2025
- Lunne Lawn & Landscaping, LLCMay 2021 to Aug 2021
- Oakwood Public Works DepartmentMay 2020 to Aug 2020
- Dorothy Lane MarketOct 2019 to Jun 2023
- Full Time EducationAug 2019 to May 2023
- The Oakwood ClubJun 2018 to Oct 2019
- Panera BreadJun 2017 to Aug 2017
- Oakwood High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7700979
- Firm CRD
- 5393