Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Ferrer is a financial advisor with over 15 years of experience in the industry. She is registered with J.p. Morgan Securities LLC and has offices in LAKE ZURICH, IL. Teresa has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. She is also skilled in providing financial planning, pension consulting, and portfolio management services. Her expertise extends across multiple areas, such as stocks, bonds, mutual funds, and variable annuities.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/19/2013 - Present
J.p. Morgan Securities LLC (LAKE ZURICH IL)
IL
07/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKE ZURICH IL)
IL
04/08/1998 - 12/20/2001
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 08/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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