Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Lea Birch is an experienced financial professional who is currently registered with RBC Capital Markets, LLC. Teresa has a diverse set of skills and experience that are relevant to the financial industry. Teresa has passed several industry examinations, including the Municipal Securities Representative Examination, Operations Professional Examination, and the Securities Industry Essentials Examination. Teresa has a strong understanding of the financial markets and investment strategies. She has a broad range of experience working with clients from various backgrounds and financial needs. Teresa focuses on providing exceptional client service and personalized financial advice.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NJ
10/10/2022 - Present
RBC Capital Markets, LLC (Jersey City NJ)
BC
Issued 04/18/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/10/2022
Series 99TO - Operations Professional Examination
BC
Issued 07/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE National, Inc.
N
New York Stock Exchange
Not sure Teresa Birch is the right advisor for you? Invested Better is here to help.
