Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Battaglia is an investment advisor representative and has been in the industry since 1982. She is currently registered with Commonwealth Financial Network, where she has been since 2005. She has also previously been registered with other firms, including FSC Securities Corporation and Allegheny Investments, LTD. Teresa Battaglia holds several licenses, including Series 7, 15, 24, 63 and 65.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/13/2005 - Present
Commonwealth Financial Network (PITTSBURG PA)
GA
09/30/1996 - 05/13/2005
FSC SECURITIES CORPORATION (ATLANTA GA)
PA
12/17/1984 - 10/03/1996
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
NA
11/25/1983 - 12/05/1984
MANAGED INVESTMENTS, INC.
NA
05/25/1982 - 11/01/1983
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 05/15/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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