Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Black is a financial advisor with over 30 years of experience in the financial services industry. Teresa currently works at Stifel, Nicolaus & Company, Inc. in Sugar Land, Texas. Teresa has a strong background in securities and investments, having held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Smith Barney, Harris Upham & Co., Incorporated. She is licensed to provide investment advice in all 50 states and is a registered representative with FINRA. Teresa offers a range of financial planning and investment services, including portfolio management for individuals, businesses, and pooled investment vehicles. Teresa also provides financial planning and consulting for pension and profit-sharing plans.
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.
1
2
TX
05/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (SUGAR LAND TX)
TX
03/29/1990 - 05/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGAR LAND TX)
NA
09/30/1986 - 03/13/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NY
12/23/1985 - 03/13/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
01/16/1986 - 09/29/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
12/23/1985 - 01/15/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 12/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1986
Series 3 - National Commodity Futures Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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