Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Kesler is a financial advisor registered with Truist Advisory Services, Inc., working out of their Wilmington, NC office. Teresa has been in the industry for over 13 years and is registered with the following regulatory bodies: FINRA, North Carolina. Prior to Truist Advisory Services, Inc., Teresa worked for BB&T SECURITIES, LLC and SCOTT & STRINGFELLOW, LLC. Teresa holds a Series 7, Series 66, and SIE licenses. Teresa works with a wide range of clients including individuals, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (WILMINGTON NC)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/14/2010 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WILMINGTON NC)
NC
02/22/2008 - 04/29/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON NC)
BOTH
Issued 08/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Teresa Kesler is the right advisor for you? Invested Better is here to help.
