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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 Wellington is a financial advisor with Cetera Investment Advisers LLC, based in Fort Madison, Iowa. She has been in the financial industry for over 18 years. She has a wide range of experience in providing financial advice to individuals, families, and businesses. Teresa holds the Series 66, Series 7 and SIE licenses. Her areas of expertise include financial planning, retirement planning, college savings, and investment management. She provides personalized financial advice tailored to meet the unique needs of her clients.
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
IA
06/29/2023 - Present
Cetera Investment Advisers LLC (FORT MADISON IA)
IA
10/21/2009 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (FORT MADISON IA)
IA
01/01/2008 - 10/22/2009
WELLS FARGO ADVISORS, LLC (FORT MADISON IA)
IA
04/26/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT MADISON IA)
BOTH
Issued 7/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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