Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Jacobsen is a financial advisor at UBS Financial Services Inc. with over 20 years of experience in the financial services industry. Teresa holds Series 6, 7, 31, and 63 licenses. Teresa has been registered with UBS Financial Services Inc. since 1999 and has previously worked with UBS Warburg LLC and UST Financial Services Corp.. Teresa provides financial planning, portfolio management, and investment advisory services to a wide range of clients, including high net worth individuals, corporations, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
CT
05/23/2017 - Present
UBS Financial Services Inc. (STAMFORD CT)
NY
02/20/2001 - 05/14/2001
UBS WARBURG LLC (NEW YORK NY)
NY
08/12/1997 - 12/02/1999
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BC
Issued 10/15/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Teresa Jacobsen is the right advisor for you? Invested Better is here to help.
