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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 Redman is a financial advisor registered with LPL Financial LLC in North Carolina and South Carolina. Teresa has over 20 years of experience in the financial services industry and holds the Series 6, 7, and 66 licenses. She is also a Certified Financial Planner. Teresa has worked at several firms throughout her career, including Wachovia Securities, LLC and First Union Brokerage Services, Inc. Teresa currently provides financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NC
04/10/2024 - Present
LPL Financial LLC (Morganton NC)
NC
11/16/2005 - 09/14/2007
WACHOVIA SECURITIES, LLC (MORGANTON NC)
NC
11/10/1993 - 09/22/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 12/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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