Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Marie Updegraff is a registered Investment Advisor Representative in California. She has been working in the financial industry since July 2021 and is currently employed by Fermata Advisors. Teresa holds the Series 65 license. She has experience working with a variety of clients, including individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Her areas of expertise include financial planning, pension consulting, and portfolio management for individuals.
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.
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.
1
2
CA
05/25/2022 - Present
Fermata Advisors (SONOMA CA)
IA
Issued 05/25/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Teresa Updegraff is the right advisor for you? Invested Better is here to help.
