Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa De long is a financial advisor at First Command Advisory Services. Teresa is registered with both FINRA and the state of Hawaii. She holds the Series 66, Series 7TO, and SIE licenses. She provides financial planning and portfolio management services for individuals. She is also a licensed insurance agent and provides insurance services. Teresa has been in the financial industry since 2022. She is dedicated to providing her clients with personalized financial advice and helping them achieve their financial goals. She is a member of First Command Advisory Services and is committed to providing ethical and professional 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.
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
HI
05/01/2023 - Present
First Command Advisory Services (Aiea HI)
BOTH
Issued 03/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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