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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Gay Edgemon is a financial advisor at World Investment Advisors, LLC. She has been in the financial services industry since 1999. Teresa holds the Series 7, Series 10, and Series 63 licenses. She is registered with FINRA and is also registered with the states of Louisiana, Ohio and Texas. She is licensed to sell accident, life, health, and variable sales and services. Teresa has experience working with a variety of clients including individuals, corporations, charitable organizations, pension and profit sharing plans, pooled investment vehicles, and state or municipal government entities. She provides financial planning, pension consulting, educational seminars, and portfolio management services.
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
OH
07/22/2024 - Present
World Investment Advisors, LLC (BLUE ASH OH)
OH
04/06/2016 - 07/08/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Cincinnati OH)
OH
02/13/2013 - 10/19/2015
RAYMOND JAMES & ASSOCIATES, INC. (CINCINNATI OH)
KY
08/08/2000 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NY
02/23/1999 - 07/26/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BC
Issued 03/10/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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