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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Louise Yragui is an Investment Advisor Representative with Continuum Advisory, LLC. Teresa has been in the financial services industry since October 12, 2001. Teresa specializes in financial planning and portfolio management for individuals, businesses and pension plans. Teresa is registered with the following states: Arizona, California, Colorado, Idaho, Illinois, Kentucky, Massachusetts, Michigan, Mississippi, North Carolina, Oregon, South Carolina, Texas and Washington. She holds the Series 6, 7, 31, 63, 65, 99TO and SIE licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
ID
08/22/2024 - Present
Continuum Advisory, LLC (EAGLE ID)
ID
06/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (Eagle ID)
ID
06/26/2015 - 07/06/2021
SECURITIES AMERICA, INC. (MERIDIAN ID)
ID
08/24/2005 - 07/06/2015
FIRST ALLIED SECURITIES, INC. (EAGLE ID)
NY
01/30/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/01/2001 - 01/17/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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