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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Combs is a financial advisor with Raymond James & Associates, Inc., a firm with over 1000 employees that manages billions of dollars in assets. Teresa Combs has been a financial advisor since 1994, and has experience in the financial services industry. Teresa has a Series 7 and Series 65 licenses, and is registered in multiple states. Teresa Combs's main office is located in Macon, GA. Teresa offers a variety of financial services to individuals and businesses, including financial planning, investment management, and retirement planning. Teresa is dedicated to helping clients reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
07/15/2024 - Present
Raymond James & Associates, Inc. (MACON GA)
GA
01/01/2008 - 04/23/2018
WELLS FARGO CLEARING SERVICES, LLC (MACON GA)
GA
05/18/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MACON GA)
GA
09/10/2001 - 05/16/2006
SYNOVUS SECURITIES, INC. (WARNER ROBINS GA)
NC
09/04/1998 - 10/08/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NY
07/12/1995 - 09/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
08/31/1994 - 06/23/1995
BANK SOUTH INVESTMENT SERVICES, INC.
NA
01/14/1994 - 09/08/1994
BANK SOUTH SECURITIES CORPORATION
IA
Issued 07/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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