Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Buck Zajac is a financial professional with over 20 years of experience in the industry. She has been registered with Equitable Advisors, LLC since 2018. Her previous experience includes working as a financial professional at First Clearing Corporation. Teresa holds several industry licenses, including Series 7, Series 24, Series 53, and Series 63. Teresa has a deep understanding of financial markets and investment strategies and specializes in helping clients achieve their financial goals. She is committed to providing personalized service to her clients and works closely with them to develop and implement financial plans. She is committed to providing personalized service and guiding clients towards their financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/26/2023 - Present
Equitable Advisors, LLC (GLENMOORE PA)
PA
05/22/2018 - 07/20/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
MO
06/07/1995 - 07/01/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
BC
Issued 04/26/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/17/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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