Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Marriner is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. and has been in the industry since September 4, 1986. Teresa holds multiple licenses, including Series 6, 7, 22, 24, 31, 63 and 65, and is also a Certified Financial Planner. Teresa has worked with a number of firms during her career, including ROBERT THOMAS SECURITIES, INC, TRAVELERS EQUITIES SALES, INC., and CIGNA SECURITIES, INC. Teresa's current firm, Raymond James Financial Services Advisors, Inc., is a large firm based in Saint Petersburg, Florida, with over 5,720 investment advisor representatives and 6,476 registered representatives. Raymond James Financial Services Advisors, Inc., provides a range of advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
01/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (SYRACUSE NY)
FL
05/16/1991 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CA
12/03/1990 - 05/29/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
PA
08/20/1986 - 11/16/1990
CIGNA SECURITIES, INC. (RADNOR PA)
IA
Issued 03/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/19/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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