Teresa Hemann (CRD# 5007913) is an Investment Advisor Representative working at Lincoln Investment in Rochester, NY and has over 12 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | Feb 2018 - Current | 6 |
| Legend Advisory | Rochester, NY | Feb 2018 - Sep 2019 | 1 |
| Prudential Insurance Company Of America | Rochester, NY | Dec 2016 - Feb 2018 | 1 |
| Pruco Securities LLC | Rochester, NY | Dec 2016 - Feb 2018 | 1 |
| Unemployed | Rochester, NY | May 2016 - Dec 2016 | < 1 |
| American Portfolios Financial Services, Inc. | Rochester, NY | Jul 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- FL
- NY
- OH
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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