Unclaimed
Teresa Ann Hemann is a Registered Representative with Lincoln Investment and has been working in the financial services industry since 2013. Teresa has a diverse background in financial services, having previously worked at Prudential Insurance Company of America and American Portfolios Financial Services, Inc. She holds the Series 7, Series 66, and SIE licenses and is registered with the state of Florida, New York and Ohio. Teresa works with individuals, families, and businesses to help them achieve their financial goals. She provides a variety of financial services, including financial planning, portfolio management, and insurance. Teresa is committed to providing her clients with personalized service and helping them make informed decisions about their finances.
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.
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.
1
2
NY
11/22/2023 - Present
Lincoln Investment (ROCHESTER NY)
NY
12/14/2016 - 02/22/2018
PRUCO SECURITIES, LLC. (Rochester NY)
NY
10/22/2012 - 05/20/2016
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCHESTER NY)
BOTH
Issued 07/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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