Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Robinson is a registered representative with W&S Brokerage Services, Inc. in Fort Wright, KY. She is also registered in Kentucky, Ohio, and Florida. Teresa specializes in providing financial planning and portfolio management services to individuals and offers selection of other advisors as a service to clients.
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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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2
KY
09/27/2022 - Present
W&S Brokerage Services, Inc. (FORT WRIGHT KY)
OH
11/13/2012 - 04/20/2018
KEY INVESTMENT SERVICES LLC (CINCINNATI OH)
BC
Issued 10/18/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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