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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 Jacobsen is an investment advisor representative at UBS Financial Services Inc. Teresa has been in the industry since 1998 and has a wide range of experience in financial services. Teresa is registered with the following regulatory authorities: FINRA, Connecticut and Texas. Teresa is a Registered Representative and Investment Advisor Representative. Teresa Jacobsen has passed the Series 6, 7, 31, 63 and 65 exams and has been registered with UBS Financial Services Inc since 1999. Teresa was also previously registered with UBS Warburg LLC and UST Financial Services Corp. In addition to her work as an investment advisor representative, Teresa is a member of the Academy of Certified Portfolio Managers and is a Treasurer of the Stamford Health Foundation.
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.
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.
See schedule d - miscellaneous
1
2
CT
05/23/2017 - Present
UBS Financial Services Inc. (STAMFORD CT)
NY
02/20/2001 - 05/14/2001
UBS WARBURG LLC (NEW YORK NY)
NY
08/12/1997 - 12/02/1999
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
BC
Issued 10/15/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/8/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/6/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 2/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 1/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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