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 at Eagle Strategies LLC. Teresa has been in the industry since April 2004. She is registered with the state of Texas. Her prior experience includes working with Citigroup Global Markets Inc. and USAA Investment Management Company. Teresa holds the Series 7, Series 31, Series 63 and Series 65 licenses. Teresa is a registered investment advisor representative. Teresa specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Individuals, and Portfolio Management for Businesses.
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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2
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 05/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2005
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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