Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresita? Claim Your ProfileTeresita Fontanilla is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. Teresita has over 20 years of experience in the securities industry. Teresita is registered with the state of California. Teresita has previously worked for World Group Securities, Inc. and WMA Securities, Inc. Teresita holds the Series 6, Series 63, Series 26 and Series 65 licenses. Teresita is a licensed insurance agent and offers insurance and non-insurance products. Teresita specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. Teresita is also a registered representative with FINRA. Teresita's current employer is Transamerica Financial Advisors, Inc. Transamerica Financial Advisors, Inc. is an investment advisory firm headquartered in St. Petersburg, Florida. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans. The firm manages over $1 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
01/06/2012 - Present
Transamerica Financial Advisors, Inc. (CERRITOS CA)
CA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (ANAHEIM CA)
GA
09/15/1999 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 01/04/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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