Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Woo has been in the securities industry since September 30, 2004. Teresa is currently registered with Loomis Sayles Distributors, LP. Teresa has a Series 6, 7, and 63 license. Teresa is also licensed in Massachusetts. Previous registration was with Tower Square Securities, Inc.
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.
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.
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2
MA
07/27/2005 - Present
Loomis Sayles Distributors, LP (BOSTON MA)
CA
09/23/2004 - 07/19/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 11/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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