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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Hilgendorf is a registered investment advisor representative with Raymond James & Associates, Inc. Theresa Lynn Hilgendorf has been in the securities industry since January 12, 2003. Theresa Lynn Hilgendorf is licensed in Arizona, Colorado, Georgia, Indiana, and Michigan. Theresa Lynn Hilgendorf also holds a Series 63, 65, 66, and 7 licenses. Theresa Lynn Hilgendorf has worked at Raymond James & Associates, Inc. since June 2006. Prior to that, Theresa Lynn Hilgendorf worked at RONEY & CO. and KIDDER, PEABODY & CO. INCORPORATED.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
02/12/2014 - Present
Raymond James & Associates, Inc. (Grand Rapids MI)
NA
08/14/1991 - 03/04/1994
RONEY & CO.
NA
11/22/1989 - 06/05/1991
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 02/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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