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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Steele is a financial advisor with Cetera Investment Advisers LLC. Teresa has been in the financial services industry since 1994, providing financial planning and investment advisory services to individuals and families. Teresa is registered with the state of Missouri and Texas as a Registered Investment Advisor (RIA) and has held licenses with other firms in the past, including Woodbury Financial Services, Inc. and National Planning Corporation. Teresa holds the Series 6, Series 63, Series 65, and Series 26 licenses. Teresa is also a member of the Independence Chamber of Commerce.
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.
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2
MO
11/26/2024 - Present
Cetera Investment Advisers LLC (INDEPENDENCE MO)
MO
10/16/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (INDEPENDENCE MO)
MO
02/17/2015 - 10/23/2017
NATIONAL PLANNING CORPORATION (Independence MO)
MO
09/08/2009 - 03/02/2015
LPL FINANCIAL LLC (INDEPENDENCE MO)
MO
05/02/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (INDEPENDENCE MO)
NY
04/17/2001 - 05/08/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
MA
02/16/1995 - 04/12/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/03/1993 - 01/17/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 08/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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