Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Payment is a registered representative and investment advisor representative with Northwestern Mutual Investment Services, LLC. Teresa has been in the securities industry since 2008. Teresa has a Series 66 license. In addition, Teresa holds a Series 7 and a SIE license. Teresa has offices in Orlando, FL. Teresa also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Teresa is registered in 25 states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
04/12/2017 - Present
Northwestern Mutual Investment Services, LLC (ORLANDO FL)
FL
03/18/2008 - 02/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
BOTH
Issued 07/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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