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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 Marie Lebert is a financial advisor who has been in the industry since 1995. She is currently registered with Morgan Stanley and has a branch office location in Lake Charles, LA. She has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Charles, LA. Teresa Lebert holds a Series 63, 65, 7 and SIE licenses. She has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the General Securities Representative Examination. Teresa Lebert specializes in working with individual investors, high-net-worth individuals, insurance companies, charitable organizations, and pension and profit-sharing plans. She is registered with the following states: Alabama, Alaska, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Indiana, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Mississippi, Missouri, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wyoming.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
LA
05/05/2020 - Present
Morgan Stanley (Lake Charles LA)
LA
11/14/1995 - 08/07/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE CHARLES LA)
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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