Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Latimer is a financial advisor with over 20 years of experience in the industry. Teresa Latimer is currently registered with Cetera Investment Advisers LLC and has been in this role since June 2023. Teresa Latimer has also held positions with First Allied Securities, Inc., Summit Brokerage Services, Inc., Girard Securities, Inc., Legend Equities Corporation, Investors Capital Corp., VSR Financial Services, Inc., LPL Financial Corporation, and XCU Capital Corporation, Inc. Teresa Latimer has a wide range of experience and expertise in financial planning, portfolio management, and pension consulting. Teresa Latimer is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
Mesquite, NV
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.
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.
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2
NV
06/29/2023 - Present
Cetera Investment Advisers LLC (Mesquite NV)
CA
01/26/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
01/26/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
01/26/2016 - 11/01/2017
GIRARD SECURITIES, INC. (SAN DIEGO CA)
FL
01/26/2016 - 12/14/2016
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
MA
01/26/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
KS
01/26/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
UT
09/18/2007 - 03/13/2008
LPL FINANCIAL CORPORATION (WEST JORDAN UT)
UT
01/13/2003 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (SOUTH ODGEN UT)
BOTH
Issued 10/4/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/26/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/30/2003
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/9/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 1/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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