Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Fitzgerald is a financial advisor who has been working in the industry since 2010. Teresa is currently registered with Lincoln Investment and Capital Analysts. Teresa's previous experience includes working with MML Investors Services, LLC, Hornor, Townsend & Kent, LLC, and Northwestern Mutual Investment Services, LLC. Teresa holds Series 6, 7, 63, and 66 licenses. Teresa is a financial advisor who specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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
GA
05/15/2023 - Present
Lincoln Investment (Peachtree City GA)
GA
12/03/2020 - 01/20/2023
MML INVESTORS SERVICES, LLC (Atlanta GA)
IL
12/08/2017 - 09/09/2020
HORNOR, TOWNSEND & KENT, LLC (CHICAGO IL)
IL
05/08/2014 - 11/07/2017
MML INVESTORS SERVICES, LLC (CHICAGO IL)
NY
03/31/2009 - 08/01/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
BOTH
Issued 05/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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