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Teresa Mercedes Bravo

Nationwide Planning Associates Inc.

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About Teresa Mercedes Bravo

Teresa Bravo is a financial advisor with over 30 years of experience in the industry. Currently, Teresa is affiliated with Nationwide Planning Associates Inc., where she has been registered since February 2018. Teresa has also been registered with several other firms throughout her career, including UBS Financial Services Inc. and AEGIS CAPITAL CORP. Teresa holds Series 7 and SIE licenses. Teresa is registered in Florida and Puerto Rico.

Firm Information

Teresa Bravo is currently registered with Nationwide Planning Associates Inc.. Nationwide Planning Associates Inc. is a corporation formed in 1992. It is registered in 48 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Teresa Bravo’s Registration & Firm History

PR

02/28/2018 - Present

Nationwide Planning Associates Inc. (HATO REY PR)

PR

01/30/2015 - 03/02/2018

AEGIS CAPITAL CORP. (SAN JUAN PR)

PR

09/16/2011 - 02/03/2015

UBS FINANCIAL SERVICES INC. (SAN JUAN PR)

PR

09/16/2011 - 02/03/2015

UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)

PR

03/17/2006 - 09/19/2011

BBVA SECURITIES OF PUERTO RICO, INC. (HATO REY PR)

MA

09/12/1998 - 03/20/2006

SANTANDER SECURITIES (BOSTON MA)

NY

10/22/1986 - 09/09/1998

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

10/22/1986 - 12/31/1990

PRUDENTIAL-BACHE CAPITAL FUNDING PUERTO RICO INC.

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 28 public disclosures for Teresa Mercedes Bravo. Review regulatory record here.
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