Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Grubman is an investment advisor representative with Eagle Strategies LLC. Teresa has been in the industry since April 2004 and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Teresa previously worked with Citigroup Global Markets Inc., Victory Capital Services, Inc., USAA Financial Advisors, Inc., USAA Investment Management Company, AXA Advisors, LLC, Morgan Stanley DW Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Waddell & Reed, Inc. Teresa specializes in providing investment advice to 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.
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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TX
06/06/2024 - Present
Eagle Strategies LLC (SAN ANTONIO TX)
TX
01/24/2023 - 04/08/2024
CITIGROUP GLOBAL MARKETS INC. (San Antonio TX)
TX
07/01/2019 - 12/02/2022
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
09/06/2007 - 07/01/2019
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/20/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TN
06/08/2006 - 11/30/2006
AXA ADVISORS, LLC (NASHVILLE TN)
TN
03/10/2005 - 05/24/2006
MORGAN STANLEY DW INC. (NASHVILLE TN)
MN
03/09/2004 - 04/11/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/09/2004 - 04/11/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
KS
12/19/2003 - 02/24/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 5/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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