Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Marie Devereux is a financial advisor with over 30 years of experience in the industry. Teresa Marie Devereux is registered with William Blair and has been with the firm since September 2015. Before William Blair, Teresa Marie Devereux was employed by Barclays Capital Inc, Morgan Stanley, Citigroup Global Markets Inc, Lehman Brothers Inc, and E. F. Hutton & Company Inc. Teresa Marie Devereux specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Teresa Marie Devereux offers financial planning and selection of other advisors.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
1
2
IL
09/11/2015 - Present
William Blair (CHICAGO IL)
NY
07/02/2013 - 08/19/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
06/01/2009 - 07/11/2013
MORGAN STANLEY (PURCHASE NY)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/21/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 11/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 03/27/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/14/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1993
Series 15 - Foreign Currency Options Examination
BC
Issued 03/17/1993
Series 5 - Interest Rate Options Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
NYSE Chicago, Inc.
N
Nasdaq Stock Market
N
New York Stock Exchange
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