Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Lynn Berg is a financial professional based in Kirkland, Washington. Teresa is a registered representative of Mutual Of America Securities LLC. Teresa has been working in the financial services industry since March 3, 2007 and holds the Series 6, 63, 65, 99TO and SIE licenses. Teresa has experience with Mutual of America Life Insurance Company.
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.
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.
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WA
10/01/2020 - Present
Mutual OF America Securities LLC (Kirkland WA)
WA
03/03/2015 - 10/15/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Kirkland WA)
BC
Issued 04/16/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/09/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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