Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Carpentieri Gernhard is an investment advisor representative at Cetera Investment Advisers LLC. Theresa has been in the financial services industry since 1998 and has a strong background in both investment advising and brokerage services. Theresa is registered with the state of South Carolina as an investment advisor representative. She is also a registered principal with Cetera Investment Advisers LLC. Theresa's clients include individuals, businesses, and charitable organizations. Her areas of expertise include financial planning, portfolio management, and retirement planning.
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
SC
10/29/2015 - Present
Cetera Investment Advisers LLC (BLUFFTON SC)
NH
01/23/2006 - 02/29/2008
J.W. COLE FINANCIAL, INC. (PITTSFIELD NH)
MA
03/14/2002 - 12/31/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
02/28/2000 - 02/19/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
KS
09/21/1998 - 02/09/2000
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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