Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Elizabeth Milner is an investment advisor representative at 17 Capital Partners, LLC, which has an office in Phoenix, Arizona. Teresa has been working in the financial industry since 2009. Teresa is a certified divorce financial analyst and has a variety of experience in the industry, working with clients from high-net-worth individuals to corporations, charitable organizations, and pension and profit sharing plans. Teresa offers financial planning, portfolio management, and education seminars.
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
AZ
11/17/2023 - Present
17 Capital Partners, LLC (PHOENIX AZ)
NE
01/17/2017 - 08/06/2019
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
05/09/2013 - 01/19/2017
LPL FINANCIAL LLC (OMAHA NE)
NE
05/02/2012 - 04/15/2013
PRINCOR FINANCIAL SERVICES CORPORATION (OMAHA NE)
NE
02/15/2011 - 05/04/2012
MULTI-FINANCIAL SECURITIES CORPORATION (OMAHA NE)
NE
04/07/2009 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
BOTH
Issued 08/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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