Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Magaw is a financial advisor with Ameriprise Financial Services, LLC. She has been in the industry since 1991 and holds Series 63, 65, 7, and 24 licenses. Teresa has worked for several other firms in the past, including Investment Professionals, Inc., LPL Financial LLC, and Lincoln Financial Advisors Corporation. Teresa is registered with the state of Texas and has a specialized focus on providing financial planning, asset allocation services, educational seminars, and publication of periodicals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/03/2018 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
05/04/2018 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Victoria TX)
TX
02/05/2016 - 03/26/2018
LPL FINANCIAL LLC (VICTORIA TX)
TX
08/18/2014 - 02/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Victoria TX)
TX
12/06/2002 - 09/02/2014
INVESTMENT PROFESSIONALS, INC. (VICTORIA TX)
TX
10/15/2002 - 12/05/2002
THIRD COAST SECURITIES, LLC. (CORPUS CHRISTI TX)
AL
09/23/1997 - 10/04/2002
PROEQUITIES, INC. (BIRMINGHAM AL)
TX
07/30/1997 - 10/06/1997
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MN
04/12/1996 - 07/28/1997
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NA
04/19/1994 - 04/22/1996
VICTORIA SECURITIES CORPORATION
NA
06/07/1993 - 05/10/1994
NATIONSSECURITIES
MA
06/12/1992 - 06/07/1993
NATIONSBANC SECURITIES, INC. (BOSTON MA)
NA
08/23/1991 - 04/08/1992
J. W. GANT & ASSOCIATES, INC.
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Teresa Magaw is the right advisor for you? Invested Better is here to help.
