Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Kenyon is an investment advisor representative at Hohimer Wealth Management, LLC in Seattle, WA. Theresa has been in the industry since 2011 and holds a Series 65 license. Theresa is also the Managing Director at Lendinco, LLC, a mortgage banking company. Theresa specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
06/28/2021 - Present
Hohimer Wealth Management, LLC (SEATTLE WA)
IA
Issued 08/29/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Theresa Kenyon is the right advisor for you? Invested Better is here to help.
