Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Patrick is a financial advisor with Fidelity Personal And Workplace Advisors. She has been in the industry since 2010 and holds licenses in California and Texas. Teresa's experience spans multiple financial institutions, including Oppenheimer & Co. Inc., J.P. Morgan Securities LLC, and CUSO Financial Services, L.P. She has extensive experience in financial planning, portfolio management, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/09/2020 - Present
Fidelity Personal AND Workplace Advisors (SANTA MONICA CA)
CA
09/18/2020 - 10/30/2020
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
06/24/2019 - 10/05/2020
J.P. MORGAN SECURITIES LLC (HERMOSA BEACH CA)
CA
04/23/2018 - 03/25/2019
CUSO FINANCIAL SERVICES, L.P. (Hawthorne CA)
CA
01/20/2010 - 04/25/2018
NYLIFE SECURITIES LLC (LOS ANGELES CA)
IA
Issued 12/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Teresa Patrick is the right advisor for you? Invested Better is here to help.
