Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Elizabeth Gray is a financial advisor with Global Retirement Partners LLC based in Denver, CO. Teresa is an Investment Advisor Representative with registrations in Colorado. Teresa has been in the industry since 1991. She has experience with Principal Securities, Inc., Mutual of America Securities LLC, and Mutual of America Life Insurance Company. Teresa is also a licensed insurance agent with HUB International.
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.
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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CA
07/27/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CO
09/03/2014 - 12/31/2016
PRINCIPAL SECURITIES, INC. (Denver CO)
CO
04/15/2011 - 08/18/2014
MUTUAL OF AMERICA SECURITIES LLC (GREENWOOD VILLAGE CO)
CO
10/23/2009 - 08/18/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (GREENWOOD VILLAGE CO)
NY
10/20/1999 - 07/11/2003
MUTUAL OF AMERICA SECURITIES CORPORATION (NEW YORK NY)
NY
11/27/1991 - 07/11/2003
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/01/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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