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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Yamamura is a financial advisor with Cetera Investment Advisers LLC. Teri has been in the financial industry since 1994. Teri has experience with various clients, including individuals, families, and businesses. Teri is committed to providing personalized financial advice and guidance to her clients. Teri works with clients to develop customized financial plans that meet their individual needs and goals. Teri holds the Series 7, 63, 66, 24, and SIE licenses. Teri is also a Registered Investment Advisor in California and Texas.
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
CA
04/30/2024 - Present
Cetera Investment Advisers LLC (SANTA CLARA CA)
CA
02/11/2002 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SUNNYVALE CA)
CA
04/04/1995 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
NY
12/15/1993 - 01/23/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 4/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/8/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 12/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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