Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tereasa? Claim Your ProfileTereasa Marie Oldham is a registered representative with Credit Suisse Securities (USA) LLC. Tereasa Marie Oldham has been in the securities industry since 2012. Tereasa Marie Oldham is currently registered with Credit Suisse Securities (USA) LLC. Tereasa Marie Oldham has passed the Securities Industry Essentials Examination and the Operations Professional Examination.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
08/19/2019 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NC
10/12/2012 - 10/09/2017
CREDIT SUISSE SECURITIES (USA) LLC (RESEARCH TRIANGLE PARK NC)
BC
Issued 10/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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