Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Graner has been in the financial industry since 1986. Teresa is a registered investment advisor representative (IAR) with Hornor, Townsend & Kent, LLC, a firm that specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. She is also an insurance broker. Teresa is licensed to offer securities and investment advice in several states, including Ohio, Pennsylvania, and Florida. Teresa has a wide range of experience in the financial services industry and is committed to providing her clients with the highest level of service and expertise.
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.
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.
Trail commissions, distribution assistance fees
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2
OH
07/25/2017 - Present
Hornor, Townsend & Kent, LLC (CINCINNATI OH)
IA
Issued 06/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1993
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/06/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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