Unclaimed
Teresa King is a registered Investment Advisor Representative with Eubel Brady & Suttman. King has been in the financial services industry since 1995, and holds multiple securities licenses. Eubel Brady & Suttman is a Registered Investment Advisor with over 1,700 accounts and more than $1.97 billion in assets under management. Eubel Brady & Suttman offers a variety of investment services including financial planning, portfolio management, and pension consulting.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other fees may apply as disclosed in certain offering documents.
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2
OH
04/28/2004 - Present
Eubel Brady & Suttman (DAYTON OH)
NY
03/07/2000 - 01/15/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
03/24/1999 - 06/21/2000
A. CH. SECURITIES, INC. (DAYTON OH)
IL
01/01/1997 - 08/07/1998
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
OH
03/28/1995 - 01/01/1997
FLAGSHIP FUNDS INC. (DAYTON OH)
BC
Issued 11/17/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/29/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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