Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Ann Hassara is a financial professional with over 20 years of experience in the industry. She is currently registered with Principal Securities, Inc. in Des Moines, Iowa, and is licensed to provide investment advice in both Florida and Iowa. Teresa has a broad range of experience in financial services, having worked with several firms including ASCENSUS BROKER DEALER SERVICES, LLC, MML INVESTORS SERVICES, LLC, and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. She has also passed several industry exams, including the Series 6, 7, 24, 26, and 63 exams. Teresa is dedicated 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
07/01/2024 - Present
Principal Securities, Inc. (DES MOINES IA)
MA
08/10/2021 - 08/01/2022
ASCENSUS BROKER DEALER SERVICES, LLC (NEWTON MA)
CT
05/06/2020 - 12/31/2020
MML INVESTORS SERVICES, LLC (ENFIELD CT)
CT
06/21/2017 - 12/31/2020
MML DISTRIBUTORS, LLC (ENFIELD CT)
CT
06/21/2017 - 12/31/2020
MML STRATEGIC DISTRIBUTORS, LLC (Enfield CT)
MA
10/15/2010 - 03/01/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WALTHAM MA)
RI
07/02/1993 - 12/14/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 02/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/25/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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