Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Jensen White is a financial advisor who has been in the industry since November 1985. Teresa Jensen White is registered with Next Financial Group, Inc. and Money Managers Inc. in Texas. She has passed the Series 63, Series 65, Series 7 and Series 24 exams. Teresa Jensen White is also a Certified Financial Planner. Teresa Jensen White has experience in various financial services, including financial planning, wealth management, and insurance.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
TX
09/29/2008 - Present
Next Financial Group, Inc. (San Antonio TX)
TX
04/16/2001 - 09/18/2008
MUTUAL SERVICE CORPORATION (SAN ANTONIO TX)
AZ
04/04/1995 - 05/02/2001
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/02/1992 - 04/13/1995
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NA
12/19/1989 - 06/16/1992
DERAND/PENNINGTON/BASS, INC.
NA
11/19/1985 - 12/20/1989
KNIBBE FINANCIAL GROUP, INC.
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Teresa White is the right advisor for you? Invested Better is here to help.
