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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa A Johnson is a financial advisor registered with Newedge Advisors. Teresa is a seasoned professional with extensive experience in the financial services industry, having worked for several prominent firms, including SunTrust Investment Services, Inc. and LPL Financial LLC. Teresa holds both Series 6 and 7 licenses, as well as the Series 66 license. Teresa currently works in New Orleans, Louisiana, and specializes in providing financial planning, pension consulting, and portfolio management services. Teresa's primary focus is on providing investment advice and financial planning services to high-net-worth individuals and families, as well as corporations, charitable organizations, 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.
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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2
LA
04/05/2024 - Present
Newedge Advisors (NEW ORLEANS LA)
GA
05/16/2023 - 02/28/2024
LPL FINANCIAL LLC (ST.SIMONS ISLAND GA)
GA
04/10/2008 - 05/16/2023
TRUIST INVESTMENT SERVICES, INC. (SAINT SIMONS ISLAND GA)
BOTH
Issued 10/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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