Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Loll is a financial professional with over 11 years of experience in the financial services industry. Teresa has a strong track record of success in providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations. She is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 66, and Series 24 securities licenses. Teresa is currently registered with Cetera Investment Advisers LLC. Previously, Teresa worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Cetera Advisors LLC.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (FAIRLAWN OH)
OH
03/28/2018 - 10/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CANTON OH)
OH
05/17/2012 - 01/02/2018
CETERA ADVISORS LLC (AKRON OH)
BOTH
Issued 7/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/6/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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