Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Lundine is an investment advisor representative at United Advisors America. Teresa has been in the financial industry for over 25 years and has experience with several firms. Teresa is registered as an investment advisor representative in Tennessee. Teresa is a Series 66, Series 65, Series 63, Series 51, Series 24, SIE, and Series 7 licensed professional.
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.
A percentage of the total value of assets under management is charged.
1
2
TN
06/03/2021 - Present
United Advisors America (Franklin TN)
OH
06/10/2020 - 10/06/2020
LINCOLN INVESTMENT (INDEPENDENCE OH)
FL
03/29/2018 - 12/31/2018
R.M. STARK & CO., INC. (LAKE WORTH BEACH FL)
TN
10/22/2002 - 04/08/2016
VALIC FINANCIAL ADVISORS, INC. (BRISTOL TN)
NY
11/07/2000 - 09/12/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
02/29/2000 - 11/02/2000
AXA ADVISORS, LLC (NEW YORK NY)
NC
11/23/1998 - 02/16/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
01/17/1995 - 11/20/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 04/03/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/07/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Teresa Lundine is the right advisor for you? Invested Better is here to help.
