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Raquel Teich

Lifespan Financial Strategies, Inc.

Weston, FL

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Current Employers
Lifespan Financial Strategies, Inc.

1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-22
  • FL RA
    APPROVED
    Since 2025-01-22

Branch Locations

1655 North Commerce Parkway Suite 203, Weston, FL 33326 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lifespan Financial Strategies, Inc. Weston FL 12/2020 07/2023
University Of Pennsylvania Philadelphia PA 08/2019 07/2020
Elizabeth Blau + Associates Las Vegas NV 02/2017 05/2019
Cornell University Ithaca NY 08/2014 01/2017
Unemployed Philadelphia PA 07/2020 12/2020
Unemployed Philadelphia PA 05/2019 08/2019
Lifespan Financial Strategies, Inc. Weston FL 07/2023 Present
Lifespan Financial Strategies, Inc. Weston FL 01/2026 Present
Other Businesses

Raquel Teich is separately licensed as an independent insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-12
  • S65 Uniform Investment Adviser Law Examination
    2023-07-12
Designations
Other Names
  • Raquel Forman

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
IMPACT PARTNERSHIP WEALTH, LLC
INTEGRITY ALLIANCE, LLC.
AMELIORA WEALTH MANAGEMENT USA LLC
KOVACK ADVISORS, INC.

Other Investors

REMY LYN JEANNEAU
RICHARD MARTIN ARDUENGO
JOSE ANTONIO FONTE
ARTURO PERRET-GENTIL
STEPHEN MCDONALD SMITH
ANA PATRIZIA HERNANDEZ
JUAN DAVID LENIS
JAEMAIR LOREN ALEX LEWIS

Other Offices

TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
TRUIST ADVISORY SERVICES, INC. · WESTON, FL
J.P. MORGAN SECURITIES LLC · WESTON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · WESTON, FL
CITIGROUP GLOBAL MARKETS INC. · WESTON, FL
IMPACT PARTNERSHIP WEALTH, LLC · Weston, FL

More in Weston, FL

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