Unclaimed
Montse Terepocki is a financial advisor with Cetera Investment Advisers LLC in Phoenix, AZ. Montse is a registered representative of Cetera Investment Services LLC and has been in the industry since August 2014. She has a Series 6, Series 7, and Series 63 licenses as well as the SIE and Series 65. Montse has previous experience with Wells Fargo Advisors LLC and Foresters Financial Services, Inc. Montse specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
02/02/2022 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
01/28/2019 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
08/01/2014 - 01/15/2019
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
IA
Issued 1/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 8/1/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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