Montse TerepockiCRD Number: 6360262
Current Firm: Cetera Investment Advisers LLC
Montse Terepocki (CRD# 6360262) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Phoenix, AZ and has over 7 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Cetera Investment Advisers LLC||Phoenix, AZ||Jan 2020 - Current||1|
|Cetera Investment Services LLC||Phoenix, AZ||Jun 2019 - Current||2|
|Montse Terepocki||Phoenix, AZ||May 2017 - Current||4|
|Foresters Financial Services, Inc.||Phoenix, AZ||Jan 2019 - Jun 2019||< 1|
|Wells Fargo Clearing Services, LLC||Phoenix, AZ||Nov 2016 - Jan 2019||2|
|Wells Fargo Bank Na||Phoenix, AZ||Aug 2012 - Jan 2019||6|
|Wells Fargo Advisors LLC||Phoenix, AZ||Jun 2014 - Nov 2016||2|
|Delia's Cleaners||Phoenix, AZ||Aug 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2014|
|S65||NASAA Investment Advisors Law Examination||Jan 2020|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.