Unclaimed
Teena Ann Milldebrandt is a financial advisor with Cetera Investment Advisers LLC, based in Scottsdale, Arizona. Teena has been working in the financial services industry since 2002 and holds a Series 7 and Series 66 license. She is registered in multiple states including Arizona, California, Colorado, Florida, Illinois, Kansas, Maryland, Michigan, New Jersey, New York, Oklahoma, Oregon, South Dakota, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Teena offers a range of financial services, including financial planning, pension consulting, and portfolio management. She has a strong track record of helping clients achieve their financial goals.
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
06/29/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
AZ
12/13/2007 - 10/23/2014
METLIFE SECURITIES INC. (TEMPE AZ)
AZ
07/19/2002 - 12/20/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MESA AZ)
BOTH
Issued 11/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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