Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Margaret Bracci is a financial advisor with over 27 years of experience in the industry. Teresa currently works with LPL Financial LLC, a firm based in Fort Mill, SC. Prior to joining LPL Financial LLC, Teresa was with Invest Financial Corporation. Teresa is registered with the state of California and Maryland. Teresa has a Series 6, Series 7, Series 63, and SIE license.
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.
Consulting and other non-discretionary advisory services
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.
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2
MD
02/14/2018 - Present
LPL Financial LLC (TIMONIUM MD)
MD
12/24/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (TIMONIUM MD)
MD
10/05/2010 - 01/10/2014
INVEST FINANCIAL CORPORATION (COLUMBIA MD)
WI
06/16/1988 - 01/03/2006
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
06/26/1987 - 04/05/1988
ISFA CORPORATION
BC
Issued 04/19/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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