Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Rivera is a financial advisor who has been in the industry since March 30, 2016. Teresa is registered as a broker-dealer and an investment advisor representative. She holds Series 63, 65, 7, and SIE licenses and is registered to provide financial services in 27 states, including Illinois and Texas. Teresa currently works with LPL Financial LLC, a firm that provides investment advisory services to a variety of clients including individuals, corporations, pension plans, and charitable organizations. Prior to joining LPL Financial LLC, Teresa worked at Waddell & Reed.
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.
Consulting and other non-discretionary advisory services
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
IL
07/21/2021 - Present
LPL Financial LLC (MOKENA IL)
IL
03/31/2016 - 07/21/2021
WADDELL & REED (MOKENA IL)
IA
Issued 01/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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