Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Dietz is a registered representative with Continental Investors Services, Inc. Teri has been in the industry since August 14, 2006. Teri holds Series 66, SIE and Series 7 licenses and has been registered with the state of Washington since November 13, 2006. Teri is also registered in Arizona, California, Colorado, Georgia, Idaho, Missouri, Oregon, Utah and Virginia. Teri specializes in portfolio management for individuals and nonprofit organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
08/15/2006 - Present
Continental Investors Services, Inc. (LONGVIEW WA)
BOTH
Issued 11/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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