Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Hayes is a financial advisor at Mariner Wealth. Teresa has been working in the financial services industry for over 20 years. Teresa holds the Series 7, Series 63, and Series 66 licenses. Teresa also holds the Certified Financial Planner designation. Teresa's previous experience includes working at U.S. BANCORP INVESTMENTS, INC., Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. Teresa is a registered investment advisor in Missouri. Teresa specializes in working with individuals, businesses, and high-net-worth clients. Teresa provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
06/17/2022 - Present
Mariner Wealth (St. Louis MO)
MO
01/15/2019 - 03/21/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
05/22/2017 - 12/26/2018
CHARLES SCHWAB & CO., INC. (CHESTERFIELD MO)
MO
09/11/2012 - 04/25/2017
FIDELITY BROKERAGE SERVICES LLC (ST. LOUIS MO)
MO
05/15/2009 - 03/09/2010
TD AMERITRADE, INC. (CHESTERFIELD MO)
MO
11/29/2000 - 05/26/2009
FIDELITY BROKERAGE SERVICES LLC (ST. LOUIS MO)
BOTH
Issued 09/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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