Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Turner is a financial advisor with over 20 years of experience in the financial services industry. Teresa currently works for Ameriprise Financial Services, LLC and is registered in Alabama, Florida, Georgia, Mississippi, North Carolina, and Tennessee. Teresa has held previous roles with BBVA Securities, Inc., PNC Investments, and SunTrust Investment Services, Inc. Teresa has a broad range of experience in the financial services industry and is dedicated to helping her clients achieve their financial goals.
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.
Asset allocation services
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
AL
01/10/2020 - Present
Ameriprise Financial Services, LLC (Athens AL)
AL
05/16/2013 - 01/10/2020
BBVA SECURITIES INC. (ATHENS AL)
AL
08/17/2012 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (DECATUR AL)
AL
03/19/2012 - 08/13/2012
PNC INVESTMENTS (ATHENS AL)
AL
01/16/2008 - 03/14/2012
BBVA COMPASS INVESTMENT SOLUTIONS, INC (ATHENS AL)
AL
06/12/2006 - 01/07/2008
SUNTRUST INVESTMENT SERVICES, INC. (FLORENCE AL)
AL
10/17/2005 - 06/02/2006
CITIGROUP GLOBAL MARKETS INC. (FLORENCE AL)
AL
01/23/2002 - 10/07/2005
COLONIAL BROKERAGE, INC. (MONTGOMERY AL)
TX
05/31/2001 - 01/22/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
AL
01/28/1997 - 05/30/2001
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 03/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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