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 Noe is a registered representative with Next Financial Group, Inc. Teresa has been in the industry since November 1987. Teresa is licensed to provide investment advice and securities services in Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Kentucky, Massachusetts, Michigan, Nevada, New Mexico, North Carolina, Oklahoma, Oregon, South Dakota, Texas, Utah, Washington and Wyoming. Teresa has passed the Series 6, Series 7, Series 63, Series 65, Series 24, Series 51 and Series 4 exams.
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.
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.
Seminar/workshop attendance fees
1
2
OR
02/22/2023 - Present
Next Financial Group, Inc. (Gresham OR)
TX
07/18/1997 - 10/05/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
GA
01/01/1996 - 07/18/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
10/07/1992 - 01/01/1996
ANDOVER SECURITIES, INC. (KANSAS CITY MO)
UT
03/14/1991 - 10/09/1992
LANEY & COMPANY (HIGHLAND UT)
AZ
06/18/1989 - 03/07/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
11/19/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/07/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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