Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teuta? Claim Your ProfileTeuta Morina is a financial advisor with LPL Financial LLC. Teuta has been in the financial industry since 2009. Teuta is registered with the state of California. Teuta has worked with Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, and UnionBanc Investment Services, LLC in the past. Teuta has a strong background in the financial industry and has the experience to provide personalized financial advice. Teuta offers a variety of services, including financial planning, portfolio management, and consulting.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/01/2020 - Present
LPL Financial LLC (LARKSPUR CA)
CA
11/12/2015 - 05/05/2020
WELLS FARGO CLEARING SERVICES, LLC (SAN RAFAEL CA)
CA
07/17/2014 - 11/30/2015
UNIONBANC INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
CA
07/22/2011 - 04/18/2013
WELLS FARGO ADVISORS, LLC (PETALUMA CA)
AZ
06/15/2009 - 07/12/2011
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
IA
Issued 05/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/11/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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