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Teresa S. Queal

Corda Investment Management, LLC

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About Teresa S. Queal

Teresa Queal is a registered Investment Advisor Representative. Teresa has been working in the industry since 1998 and is currently employed by Corda Investment Management, LLC. Teresa has a broad range of experience in the financial services industry, with previous roles at Sanders Morris Harris Inc. and E*TRADE PROFESSIONAL TRADING, LLC. Teresa has passed several industry exams, including the Series 3, Series 4, Series 7, Series 24, Series 55, and Series 66. Teresa specializes in providing financial planning, portfolio management for individuals and businesses.

Firm Information

Teresa Queal is currently registered with Corda Investment Management, LLC. Corda Investment Management, LLC is an investment management firm based in Houston, Texas. They specialize in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and charitable organizations. With over $1.7 billion in regulatory assets under management, Corda provides comprehensive investment services, including portfolio management, wealth management, and financial planning.
Corda Investment Management, LLC

8955 KATY FREEWAY

HOUSTON, TX 77024-1626

$1.73B

Assets Under Management

3

Total Clients

24

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Teresa Queal’s Registration & Firm History

TX

12/06/2012 - Present

Corda Investment Management, LLC (HOUSTON TX)

TX

07/22/2003 - 11/02/2012

SANDERS MORRIS HARRIS INC. (HOUSTON TX)

NY

05/14/1998 - 12/16/2002

E*TRADE PROFESSIONAL TRADING, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/22/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/02/1999

Series 4 - Registered Options Principal Examination

BC

Issued 02/02/1999

Series 24 - General Securities Principal Examination

BC

Issued 08/28/2001

Series 3 - National Commodity Futures Examination

BC

Issued 09/14/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 05/12/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Teresa S. Queal.
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