Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Young is an investment advisor representative with First Advisors National, LLC. Teresa has over 20 years of experience in the financial services industry. Teresa has passed the Series 6, 7, 63, 65, and 66 exams and has been registered with the state of Illinois. Previously, Teresa was a registered representative with W&S Brokerage Services, Inc., LPL Financial LLC, Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., CitiCorp Investment Services, Signator Investors, Inc., and AXA Advisors, LLC. Teresa is a volunteer tax preparer and a president of a homeowner's association. Teresa's areas of expertise include financial planning, portfolio management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement planning 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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
IL
12/01/2023 - Present
First Advisors National, LLC (Hoffman Estates IL)
IL
02/06/2019 - 12/06/2021
W&S BROKERAGE SERVICES, INC. (Rosemont IL)
IL
12/15/2014 - 11/07/2018
LPL FINANCIAL LLC (ROLLING MEADOWS IL)
IL
12/08/2011 - 01/10/2013
FIFTH THIRD SECURITIES, INC. (PALATINE IL)
HI
09/14/2010 - 12/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HONOLULU HI)
IL
05/29/2007 - 06/23/2008
CITIGROUP GLOBAL MARKETS INC. (HOFFMAN ESTATES IL)
IL
09/20/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (HOFFMAN ESTATES IL)
MA
06/20/2005 - 07/27/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
11/14/2003 - 06/03/2005
AXA ADVISORS, LLC (NEW YORK NY)
GA
06/01/2001 - 11/12/2003
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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