Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Mansell is a financial advisor with over 30 years of experience in the industry. Teresa has worked with Commonwealth Financial Network since 2018. Previously, Teresa held positions with LPL Financial, IFMG Securities, Inc., DFC Investor Services, Financial Network Investment Corporation, WM Financial Services, Inc., U.S. Bancorp Piper Jaffray Inc., U.S. Bancorp Investments, Inc. and AEGON USA Securities Inc. Teresa is a registered representative and investment advisor in several states. Teresa holds the Series 6, 7, 63, and 65 licenses and the SIE designation. Teresa provides financial planning, pension consulting, portfolio management, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
09/24/2018 - Present
Commonwealth Financial Network (Silverdale WA)
WA
03/04/2008 - 09/21/2018
LPL FINANCIAL LLC (SILVERDALE WA)
WA
08/01/2007 - 03/05/2008
IFMG SECURITIES, INC. (SPOKANE WA)
WA
02/02/2004 - 08/09/2007
DFC INVESTOR SERVICES (SPOKANE WA)
CA
06/17/2002 - 02/27/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
02/25/2000 - 06/28/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
11/16/1998 - 02/23/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
09/03/1997 - 11/16/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
02/22/1994 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
IA
04/13/1992 - 08/24/1993
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 07/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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