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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 Kinney-bishop is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Lawrence, KS. Teresa has been in the financial services industry for over 23 years and has a strong background in providing financial advice to individuals and businesses. Teresa is a Registered Representative and Investment Advisor Representative. Teresa is also a Registered Principal with Raymond James Financial Services Advisors, Inc. She holds Series 7, Series 63, and Series 65 licenses. Teresa is dedicated to helping her clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
05/14/2013 - Present
Raymond James Financial Services Advisors, Inc. (LAWRENCE KS)
KS
06/15/2009 - 06/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA KS)
KS
11/11/2003 - 06/19/2009
AXA ADVISORS, LLC (WICHITA KS)
NY
07/21/1999 - 11/04/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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