Professional Profile
Teresa has been in the insurance and finance industries for a total of nine years. She believes in building relationships with her clients and helps them accomplish their goals through quality investments and diversification. Teresa is registered with the National Association of Securities Dealers, (NASD), holding a series 7, 63 and various insurances. She has three successful and healthy children. Teresa is a member of the Kiwanis and enjoys gardening and the outdoors. |
 Teresa Pohlman Investment Executive Teresa.Pohlman@cw-advisors.com |
PRIMEVEST Financial Services, Inc. is an independent, registered broker/dealer and registered investment adviser. Member NASD/SIPC. Securities and insurance products offered by PRIMEVEST: * Not FDIC insured * May go down in value * not financial institution guaranteed * Not a deposit * not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.
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