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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Lynn Yutzy is a financial advisor with over 25 years of experience in the industry. Teresa has a wide range of experience having worked with RBC Capital Markets, LLC, Ferris, Baker Watts, LLC and United Brokerage Services, Inc. Teresa is currently employed by Wealth Enhancement Advisory Services, LLC and works with individual investors, high net worth individuals, pension and profit sharing plans, corporations and other businesses. Teresa holds both Series 63 and 65 registrations as well as Series 7, 31 and 72 and the SIE exam. Teresa is a registered investment advisor in Texas and West Virginia.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
12/04/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
WV
03/13/2009 - 06/29/2022
RBC CAPITAL MARKETS, LLC (CHARLESTON WV)
WV
03/26/1999 - 03/13/2009
FERRIS, BAKER WATTS, LLC (CHARLESTON WV)
WV
07/22/1997 - 04/08/1999
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
IA
Issued 09/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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