Unclaimed
Teresa Manière is a financial advisor at Wells Fargo Advisors Financial Network, LLC and has been working in the financial industry since 1993. Teresa has a broad range of experience and a deep understanding of investment strategies, financial planning, and retirement planning. She has a Series 7 license, Series 63 license, and SIE license and is currently registered in 23 states. Teresa is dedicated to providing her clients with personalized financial guidance and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
01/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. CLAIR SHORES MI)
MI
07/01/2009 - 01/23/2023
WELLS FARGO CLEARING SERVICES, LLC (GROSSE POINTE WOODS MI)
MI
04/02/2007 - 09/08/2008
MORGAN STANLEY & CO. INCORPORATED (GROSSE POINTE FARMS MI)
MI
06/28/1994 - 04/02/2007
MORGAN STANLEY DW INC. (GROSSE POINTE MI)
MO
07/20/1992 - 06/28/1994
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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