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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 Zahran White is a registered investment advisor representative who has been active in the financial industry since 1998. Teresa's previous experience includes roles at Wells Fargo Advisors, LLC, First Union Capital Markets Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. She has been an advisor at Newedge Advisors since 2023. Teresa holds Series 66, 7, 9, and 10 licenses. She has also completed the Securities Industry Essentials Examination. Teresa offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
NC
11/30/2023 - Present
Newedge Advisors (Southern Pines NC)
NC
10/01/1999 - 10/15/2015
WELLS FARGO ADVISORS, LLC (PINEHURST NC)
NC
05/12/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/08/1998 - 05/14/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/31/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2015
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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