Unclaimed
Teri Lynn Hirt is a financial advisor at Cetera Investment Advisers LLC in Germantown, Tennessee. Teri has been in the financial services industry since May 13, 2014. She has Series 7 and 66 securities licenses and has a CFP® certification. Teri's previous experience includes working at Securian Financial Services, Inc., and Shoemaker Financial. Teri also owns and operates Hirt Investments LLC, a rental property company, and works as an agent/broker for Shoemaker Financial Fixed Insurance. Teri provides financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses. Teri is committed to providing her clients with personalized financial advice and guidance.
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.
1
2
TN
08/10/2023 - Present
Cetera Investment Advisers LLC (GERMANTOWN TN)
TN
05/14/2014 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)
BOTH
Issued 10/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Teri Hirt is the right advisor for you? Invested Better is here to help.