Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terese? Claim Your ProfileTerese Menard is a financial advisor with Fidelity Brokerage Services LLC. Terese has been working in the financial industry since April 16, 2021. Before joining Fidelity Brokerage Services LLC, Terese worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and First Command Financial Planning, Inc. Terese is registered in 53 states and is a Series 66, 7TO, and SIE licensed professional. Terese is a valuable asset to Fidelity Brokerage Services LLC and is committed to providing her clients with the best possible financial advice.
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.
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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2
NC
12/02/2022 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
OK
03/04/2020 - 12/07/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAWTON OK)
OK
01/11/2019 - 11/21/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (Lawton OK)
BOTH
Issued 02/11/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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