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 Starman is a financial advisor with Northwest Asset Management. Teresa has been in the financial services industry for over 20 years and has a proven track record of helping individuals and families achieve their financial goals. Teresa is a Certified Financial Planner and has a comprehensive understanding of investment strategies, retirement planning, estate planning, and insurance. She is committed to providing her clients with personalized financial advice and guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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WA
06/04/2018 - Present
Northwest Asset Management (MERCER ISLAND WA)
WA
07/08/2016 - 06/01/2018
WELLS FARGO CLEARING SERVICES, LLC (EVERETT WA)
WA
10/26/2007 - 07/13/2016
EDWARD JONES (BOTHELL WA)
MA
07/12/1999 - 05/30/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
07/01/1998 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WA
03/12/1997 - 07/01/1998
SEAFIRST INVESTMENT SERVICES, INC. (SEATTLE WA)
NA
12/13/1985 - 06/11/1986
EQUICO SECURITIES, INC.
NA
12/13/1985 - 06/10/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 11/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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