Unclaimed
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.
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.
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.
1
2
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.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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