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 Zitzelsberger is a financial professional with over 30 years of experience in the industry. Teresa is a registered representative of LPL Financial LLC and an Investment Advisor Representative of Total Investment Planners, Inc. Teresa specializes in providing financial planning and consulting services to individuals, families, and businesses. Teresa has a strong commitment 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.
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
MI
03/19/2010 - Present
LPL Financial LLC (MOUNT PLEASANT MI)
GA
11/01/1996 - 07/21/1999
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
02/28/1992 - 11/01/1996
STATE FIRST FINANCIAL, INC.
IN
03/17/1995 - 11/24/1995
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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