Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Young is a financial advisor with Equitable Advisors, LLC and has been in the industry since 1995. Teresa holds several licenses and certifications, including Series 3, 7, 63, and 66. She is registered with the state of New York, New Jersey, Connecticut, and South Carolina, and is also registered with FINRA. Teresa has experience in financial planning, portfolio management, and pension consulting. Teresa Young has experience working at Falconwood Securities Corporation, Metropolitan Capital Advisors, AXA Advisors, LLC, and Equitable Advisors, LLC.
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.
1
2
NY
04/14/2021 - Present
Equitable Advisors, LLC (PORT WASHINGTON NY)
NA
04/13/1995 - 03/28/1996
FALCONWOOD SECURITIES CORPORATION
BOTH
Issued 10/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
Not sure Teresa Young is the right advisor for you? Invested Better is here to help.
