Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Holzwarth is a financial advisor with over 27 years of experience in the industry. She is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 7TO and SIE licenses. Teresa is also a Certified Financial Planner. Teresa has worked with several firms throughout her career including Lincoln Financial Securities Corporation and American General Securities Incorporated. She has worked in both Houston, TX and Wilmington, NC. Teresa's experience and qualifications make her a valuable resource for individuals and families seeking financial advice.
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.
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.
Solicitation fees from 3rd party money managers
1
2
NC
05/27/2021 - Present
Cambridge Investment Research Advisors, Inc. (Wilmington NC)
NC
09/05/2007 - 05/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (WILMINGTON NC)
NC
10/01/2002 - 09/07/2007
AMERICAN GENERAL SECURITIES INCORPORATED (WILMINGTON NC)
TX
06/01/1994 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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