Teri DeRosa
Lake Havasu City,AZ
Summary
Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
22
22
years of professional experience
Work History
Financial Advisor
Ameriprise Financial
04.2017 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Collaborated with clients to develop customized investment portfolios.
- Researched and evaluated potential investment products for clients.
- Recommended specific investments to help clients meet financial goals.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Financial Advisor
Waddell & Reed
11.2011 - 04.2017
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
Financial Advisor
Wells Fargo
11.2001 - 11.2011
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Advised clients on investments, retirement and estate planning.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Educated clients on potential risks and rewards associated with various investments.
Education
High School Diploma -
Don Antonio Lugo High School
Chino, CASkills
- Client Relations
- Retirement Needs
- Mutual Funds
- Investment Planning
- Account Performance Reviews
- Financial Planning
- Insurance Sales
- Stock Market Understanding
Timeline
Financial Advisor
Ameriprise Financial
04.2017 - Current
Financial Advisor
Waddell & Reed
11.2011 - 04.2017
Financial Advisor
Wells Fargo
11.2001 - 11.2011
High School Diploma -
Don Antonio Lugo High School
Similar Profiles
Cody WeisnichtCody Weisnicht
Client Service Representative at Threshold Financial-Ameriprise FinancialClient Service Representative at Threshold Financial-Ameriprise Financial
Andrea CwiklinskiAndrea Cwiklinski
Financial Analyst at Ameriprise FinancialFinancial Analyst at Ameriprise Financial
Muskan SharmaMuskan Sharma
Technology Operations Analyst at Ameriprise Financial LimitedTechnology Operations Analyst at Ameriprise Financial Limited
Darin PlummerDarin Plummer
Customer Service Representative at Ameriprise FinancialCustomer Service Representative at Ameriprise Financial
Julia TerentiJulia Terenti
Receptionist at A Natural Massage and Day SpaReceptionist at A Natural Massage and Day Spa