Years of Experience
5-20+ Years
WALNUT CREEK, CA
23 Years Experience
0 Disclosures
ADVISOR BIO
Teddy Ottens seibert has been in the financial services industry since 2002. Teddy is currently registered with UBS Financial Services Inc. as a Registered Representative. Teddy is also registered as an Investment Advisor Representative in both California and Texas. Teddy is series 7, 63, 9, 10, 31 and SIE licensed. Prior to joining UBS, Teddy worked at CITIGROUP GLOBAL MARKETS INC. Teddy has experience in various investment areas, including portfolio management for individuals and businesses, financial planning and pension consulting. Teddy has been actively involved in the wine industry since 2013 and is a member of Twiningvine. Teddy is a Notary in California and is actively involved in various community activities. Teddy holds a series of licenses and designations that enable him to provide a comprehensive range of financial services. Teddy is committed to providing clients with personalized financial advice and guidance that meets their individual needs.
SPECIALIZATIONS
Rancho Mission Viejo, CA
12 Years Experience
0 Disclosures
ADVISOR BIO
Tegan Call is a financial advisor with over 6 years of experience in the industry. Tegan is currently registered with T. Rowe Price Associates, Inc. in California and Maryland. Tegan has a background in financial services, having previously worked at PIMCO Investments LLC, Foreside Fund Services, LLC, and Transamerica Capital, Inc. Tegan holds several industry licenses, including Series 6, 7, 63 and 66. Tegan specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Tegan Call offers portfolio management services, and specializes in the selection of other advisors.
SPECIALIZATIONS
SAN DIEGO, CA
9 Years Experience
0 Disclosures
ADVISOR BIO
Teh-mei Cheng is a financial advisor with Transamerica Financial Advisors, Inc. based in San Diego, CA. Teh-mei Cheng is a licensed financial advisor with both Series 6 and Series 63 securities licenses. Teh-mei Cheng has been in the industry since August 2015.
SPECIALIZATIONS
Fremont, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Te hsin Yuan, a registered investment advisor with Charles Schwab & CO., Inc., is an experienced financial professional with over 16 years in the industry. Te hsin has held previous roles at Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BANC OF AMERICA INVESTMENT SERVICES, INC.. Te hsin specializes in Financial Planning and Selection of Other Advisors.
SPECIALIZATIONS
SAN RAMON, CA
0 Disclosures
ADVISOR BIO
Tejpartab Singh Anand is a registered investment advisor with Accretive Wealth Management, LLC in San Ramon, CA. Tejpartab has been in the industry for over 9 years, with experience at various financial institutions including Cornerstone Financial Partners, OneAmerica, and as a self-employed derivatives trader. Tejpartab holds the Series 65 - Uniform Investment Adviser Law Examination license. Tejpartab's expertise lies in providing financial and investment advice to a diverse clientele, including high-net-worth individuals, charitable organizations, pension plans, and corporations. Their focus is on delivering tailored investment strategies and managing portfolios for both individuals and businesses. Tejpartab also provides pension consulting and selection of other advisors.
SPECIALIZATIONS
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Tejwant Singh Brar is an investment advisor representative with MML Investors Services, LLC. Tejwant has been in the industry for approximately one year. Tejwant is registered in California and Texas. Tejwant has passed the Series 7TO, SIE, and Series 66 exams. Tejwant is also registered as an investment advisor representative with Lenox Advisors, Inc. Tejwant is authorized to provide financial planning and investment advice.
SPECIALIZATIONS
El Dorado Hills, CA
3 Years Experience
0 Disclosures
ADVISOR BIO
Teller Barrett is a financial advisor with J.p. Morgan Securities LLC. Teller has been in the financial industry since December 2021. Teller is licensed in California and Washington. Teller specializes in investments, insurance, mutual funds and retirement planning. Teller is also registered with FINRA.
SPECIALIZATIONS
OXNARD, CA
0 Disclosures
ADVISOR BIO
Telma Cristina Provencio is an Investment Adviser Representative at HBW Advisory Services LLC. Telma has been in the securities industry since January 31, 2008. Telma has a Series 6, Series 63, Series 26 and a Series 65 license. Telma is also licensed in California. Prior to joining HBW Advisory Services LLC, Telma was employed by CETERA ADVISOR NETWORKS LLC, HBW SECURITIES LLC, and PFS INVESTMENTS INC. Telma specializes in financial planning, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Telma's firm, HBW Advisory Services LLC, is a registered investment advisor with the SEC and has a total of 13,885 client accounts.
SPECIALIZATIONS
San Francisco, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Teminiro E-Nunu is a registered investment advisor representative with J.P. Morgan Securities LLC. Teminiro has been in the financial services industry since 2022. Teminiro has passed the Series 66, Series 7TO and SIE exams. Teminiro is registered in 53 states. J.P. Morgan Securities LLC is an SEC-registered investment advisor with over $50 billion in assets under management. The firm specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisers.
SPECIALIZATIONS
Pasadena, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Tenee Decoteau is a financial advisor registered with Morgan Stanley. Tenee has been in the financial industry for over 15 years and has held previous roles at Citigroup Global Markets Inc. and UBS Financial Services Inc. Tenee is registered in several states and is a Series 7, 9, 10, 66 and SIE licensed professional.
SPECIALIZATIONS