Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Flynn is a financial advisor in Vestal, NY. Teresa has been in the industry since 1994 and is currently registered with Ameriprise Financial Services, LLC. Before working with Ameriprise Financial Services, LLC, Teresa worked for other firms including LPL Financial LLC, Visions Analysis LLC, M&T Securities, Inc., LINSCO/Private Ledger Corp., Invest Financial Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., IDS Life Insurance Company, and Prudential Securities Incorporated. Teresa holds licenses in various states, including California, District of Columbia, Florida, Maine, Michigan, New Jersey, New York, Ohio, and Pennsylvania.
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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NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (VESTAL NY)
NY
11/02/2011 - 07/24/2019
LPL FINANCIAL LLC (ENDICOTT NY)
NY
10/13/2017 - 07/19/2019
VISIONS ANALYSIS LLC (ENDICOTT NY)
NY
12/18/2007 - 10/25/2011
M&T SECURITIES, INC. (BINGHAMTON NY)
NY
09/03/2004 - 12/17/2007
LINSCO/PRIVATE LEDGER CORP. (BINGHAMTON NY)
WI
01/14/1999 - 09/15/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
07/31/1996 - 12/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
06/29/1995 - 04/26/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/29/1995 - 04/26/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
06/16/1992 - 09/13/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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