Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Ilene Cano is a registered representative of UBS Financial Services Inc. with a focus on providing financial planning, security ratings, educational seminars, and portfolio management services to individuals and businesses. Teresa has been in the industry since 2021 and is licensed to provide these services in Texas. Teresa has a background in the financial services industry, having previously worked at SWBC Life Insurance Company. Teresa is dedicated to helping clients achieve their financial goals and is committed to providing exceptional service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
02/14/2022 - Present
UBS Financial Services Inc. (SAN ANTONIO TX)
BOTH
Issued 02/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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