Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Decaro-nardi is a financial advisor at UBS Financial Services Inc. Teresa has been in the industry since 1978 and has held several previous positions at firms including Liberty Brokerage Inc., TGB Corporation, and Chapdelaine & Co. Government Securities, Inc. Teresa holds the Series 66, Series 7, and SIE licenses. Teresa currently works at the UBS Financial Services Inc. office located in Wall, New Jersey.
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
NJ
07/16/2018 - Present
UBS Financial Services Inc. (Wall NJ)
NA
11/24/1989 - 04/26/1990
LIBERTY BROKERAGE INC.
NA
09/11/1989 - 11/08/1989
TGB CORPORATION
NA
07/25/1987 - 06/01/1989
CHAPDELAINE & CO. GOVERNMENT SECURITIES, INC.
NA
07/17/1985 - 04/07/1987
MABON, NUGENT & CO.
NA
09/22/1982 - 03/29/1985
MARINE-CM&M SECURITIES, INC.
NA
10/28/1980 - 11/09/1981
STIX & CO., INC.
NA
10/01/1979 - 10/12/1980
DISCOUNT BROKERAGE CORPORATION
NA
07/21/1978 - 09/13/1979
OPPENHEIMER & CO., INC.
BOTH
Issued 07/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities 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
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