Unclaimed
Teresa Knear Solorzano is a registered representative of Northwestern Mutual Investment Services, LLC. Teresa has over 28 years of experience in the financial services industry. Teresa is licensed to conduct securities business in Indiana, Kentucky, Hawaii and Michigan and is a registered Investment Advisor representative in Kentucky. Teresa has a Series 6, 7, 63, and 66 license. Teresa specializes in Investment Research and referrals to other advisers. Teresa is a passionate advocate for her clients' financial well-being.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
KY
01/03/2011 - Present
Northwestern Mutual Investment Services, LLC (LOUISVILLE KY)
WI
05/12/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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