Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Kreinberg is a financial advisor at LPL Financial LLC. Theresa has been in the industry since 2006, and has worked for several firms including Raymond James Financial Services, Inc. and Primevest Financial Services, Inc. Theresa is registered with FINRA and holds the Series 7 and Series 63 licenses, as well as the SIE exam. Theresa specializes in working with a variety of clients, including high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and investment clubs.
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
IL
01/27/2015 - Present
LPL Financial LLC (QUINCY IL)
IL
02/01/2007 - 01/28/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (QUINCY IL)
IL
10/11/2006 - 02/01/2007
PRIMEVEST FINANCIAL SERVICES, INC. (QUINCY IL)
IL
05/25/2006 - 09/01/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (QUINCY IL)
BC
Issued 06/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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