Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Anestacia Shea is a financial advisor with over 20 years of experience in the financial services industry. She is a Certified Financial Planner and holds the Series 7, Series 63, Series 65 and Series 24 licenses. Teresa is registered with Cambridge Investment Research Advisors, Inc. and has worked with the firm since 2021. Prior to that, Teresa worked at Lincoln Financial Securities Corporation from 2006 to 2021 and Edward Jones from 2003 to 2006. Teresa specializes in providing financial planning, portfolio management, and investment advice to a wide range of clients, including individuals, families, and businesses. She is also a licensed insurance agent and has experience providing insurance advice. Teresa is committed to helping her 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NC
04/23/2021 - Present
Cambridge Investment Research Advisors, Inc. (Raleigh NC)
NC
02/17/2006 - 04/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (RALEIGH NC)
NC
01/28/2003 - 02/06/2006
EDWARD JONES (RALEIGH NC)
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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