Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tessa? Claim Your ProfileTessa Steinemann is a financial advisor at Kestra Private Wealth Services, LLC. Tessa has been in the financial industry since September 9, 2016 and is registered with both FINRA and the state of Ohio. She holds Series 6, 7, 63 and 66 licenses as well as the SIE. Tessa is a Certified Financial Planner. Tessa also manages a short-term rental property, is on the board of two non-profit organizations and is a fitness & nutrition coach.
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
OH
10/16/2024 - Present
Kestra Private Wealth Services, LLC (SANDUSKY OH)
OH
09/13/2012 - 10/04/2013
JPMORGAN DISTRIBUTION SERVICES, INC. (WESTERVILLE OH)
BOTH
Issued 12/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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