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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 Nino is a financial advisor with over 20 years of experience in the financial services industry. Teresa currently works with LPL Financial LLC. Teresa's expertise spans multiple areas, including financial planning, portfolio management, and investment advisory services. Teresa has a strong track record of success in helping clients achieve their financial goals. Teresa is a Certified Financial Planner and holds multiple professional licenses and certifications. Previously, Teresa has also worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Foresters Financial Services, Inc.
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
CA
05/15/2024 - Present
LPL Financial LLC (KINGSBURG CA)
CA
12/18/2018 - 01/05/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VISALIA CA)
CA
11/30/2000 - 09/28/2018
FORESTERS FINANCIAL SERVICES, INC. (SAN JOSE CA)
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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