Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Hettinger is a financial advisor who has been in the industry since 1997. She currently works at LPL Financial LLC, a firm with offices in Lakeport, CA and Bismarck, ND. Teresa has previously worked at Investment Centers of America, Inc. and Eagle One Investments, LLC. She has a wide range of experience and holds both Series 63 and 66 licenses as well as a Series 7 license. Teresa provides financial planning, portfolio management, and consulting services to a variety of clients, including individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/17/2025 - Present
LPL Financial LLC (LAKEPORT CA)
TX
04/20/2005 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (TAYLOR TX)
IA
06/01/1999 - 03/28/2005
EAGLE ONE INVESTMENTS, LLC (WASHINGTON IA)
NA
05/07/1999 - 06/01/1999
EAGLE ONE INVESTMENTS, LLC
WI
01/14/1997 - 05/12/1999
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
BOTH
Issued 03/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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