Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Atkinshogan is a financial advisor with over 25 years of experience in the financial services industry. Teresa is currently registered with LPL Financial LLC. Teresa has held prior registrations with American Express Financial Advisors Inc., IDS Life Insurance Company and Scudder Investor Services, Inc. Teresa is Series 6, 7, 63, 99TO, and SIE licensed and holds a state registration in California. Teresa has expertise in providing financial advice to individuals, corporations, and businesses. Teresa is committed to providing her clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
03/02/1999 - Present
LPL Financial LLC (SAN DIEGO CA)
MN
04/20/1998 - 07/29/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/20/1998 - 07/29/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
04/04/1994 - 05/28/1997
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 04/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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