Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Telma? Claim Your ProfileTelma Cristina Provencio is an Investment Adviser Representative at HBW Advisory Services LLC. Telma has been in the securities industry since January 31, 2008. Telma has a Series 6, Series 63, Series 26 and a Series 65 license. Telma is also licensed in California. Prior to joining HBW Advisory Services LLC, Telma was employed by CETERA ADVISOR NETWORKS LLC, HBW SECURITIES LLC, and PFS INVESTMENTS INC. Telma specializes in financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Telma's firm, HBW Advisory Services LLC, is a registered investment advisor with the SEC and has a total of 13,885 client accounts.
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.
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.
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CA
05/07/2021 - Present
HBW Advisory Services LLC (OXNARD CA)
CA
06/26/2017 - 12/31/2022
CETERA ADVISOR NETWORKS LLC (OXNARD CA)
CA
04/18/2012 - 07/24/2017
HBW SECURITIES LLC (CAMARILLO CA)
CA
01/19/2010 - 09/09/2011
PFS INVESTMENTS INC. (CAMARILLIO CA)
CA
01/31/2008 - 12/31/2009
PFS INVESTMENTS INC. (VENTURA CA)
IA
Issued 04/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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