Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Christensen is a financial advisor with Coats Financial Planning in Dunnellon, Florida. Teresa has been in the financial services industry since 1994 and has a Series 7 and Series 65 license. Teresa also holds the Certified Financial Planner designation.
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.
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.
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FL
01/28/2011 - Present
Coats Financial Planning (Dunnellon FL)
NY
08/08/1994 - 09/04/1996
COWEN & CO. (NEW YORK NY)
IA
Issued 01/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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