Unclaimed
Chet Teichman is an investment advisor representative with Cambridge Investment Research Advisors, Inc., where has been with the firm since June 2012. Previously Chet Teichman was registered with Sammons Securities Company, LLC from November 2009 to June 2012, Princor Financial Services Corporation from July 2009 to November 2009, Fidelity Brokerage Services LLC from January 2008 to June 2009, Fidelity Investments Institutional Services Company, Inc. from July 2007 to January 2008 and Fidelity Brokerage Services LLC from September 2000 to June 2007. Chet Teichman holds Series 63, 65, 7 and SIE licenses. Chet Teichman's specializations include Investment Advisory Services, Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Chet Teichman is also the President/Independent Insurance Agent for various insurance companies and is an advisory representative of Cambridge Investment Research Advisors, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
06/01/2012 - Present
Cambridge Investment Research Advisors, Inc. (Keller TX)
TX
11/09/2009 - 06/04/2012
SAMMONS SECURITIES COMPANY, LLC (FORT WORTH TX)
TX
07/22/2009 - 11/03/2009
PRINCOR FINANCIAL SERVICES CORPORATION (FORT WORTH TX)
TX
01/01/2008 - 06/24/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
07/11/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
09/15/2000 - 06/27/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 02/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chet Teichman is the right advisor for you? Invested Better is here to help.