Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Radzinski is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Teresa has been in the financial industry since 1998. Teresa has her Series 7, 63, and 24 licenses. Teresa has a wide range of experience working with a diverse set of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Teresa is committed to helping clients achieve their financial goals and objectives.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/07/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PONTE VEDRA BEACH FL)
NY
07/19/2000 - 07/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/11/2010 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NJ
02/09/1998 - 04/27/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
11/29/1997 - 03/03/1998
SALOMON BROTHERS INC. (NEW YORK NY)
NY
07/22/1997 - 03/03/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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