Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Digregorio is a registered Investment Advisor Representative with Global Retirement Partners LLC. She is licensed in Arizona, New Mexico and Utah and has been in the financial industry since May 2020. Teresa has a background in customer service and holds a Series 7TO, Series 63, and Series 66 license. Teresa is passionate about helping individuals and families achieve their financial goals. She specializes in financial planning, pension consulting, and portfolio management. Teresa is dedicated to providing her clients with personalized advice and 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.
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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CA
07/08/2024 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
AZ
05/04/2020 - 01/27/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 03/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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