Unclaimed
Teddy William Awuah is a financial advisor with Prime Capital Financial. Teddy has been in the industry since 2008 and is registered with the state of Texas. Teddy has experience working with both individuals and businesses, and is able to provide financial advice on a variety of topics, including retirement planning, investment management, and estate planning. Teddy has earned the Series 6, 7, 63, and 65 securities licenses.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
TX
01/25/2021 - Present
Prime Capital Financial (Houston TX)
TX
11/13/2017 - 02/22/2019
HORNOR, TOWNSEND & KENT, LLC (HOUSTON TX)
TX
08/19/2015 - 08/09/2017
COMERICA SECURITIES (HOUSTON TX)
MA
10/14/2008 - 07/07/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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