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 Unick is an investment advisor representative with First Horizon Advisors, Inc. based in Kingsport, TN. Teresa has been in the securities industry since October 1994. Teresa has a Series 7, Series 63, and Series 26 license. Teresa has passed the Securities Industry Essentials (SIE) Examination. Teresa is also a Certified Financial Planner. Teresa has experience working with individuals, corporations, charitable organizations, insurance companies, pension and profit sharing plans, and state or municipal government entities. Teresa has been registered with the State of Tennessee since September 2002 and is currently registered with the State of Tennessee as an Investment Advisor Representative.
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.
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TN
01/01/2025 - Present
First Horizon Advisors, Inc. (KINGSPORT TN)
NJ
10/18/1994 - 10/09/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 08/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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