Montse Terepocki
Montse Terepocki is a registered investment advisor at Cetera Investment Advisers LLC, based in Phoenix, AZ, with 11 years of industry experience. Montse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1702 E. Highland Ave, Suite # 204, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Montse is a notary and a 50% owner of Terpocki Rental Property. She also works full-time for Emuna Wealth Management LLC, a DBA for Cetera Business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
State Registrations7 states
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