Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Reichardt is a financial advisor with over 10 years of experience in the industry. Teri is currently registered with J.P. Morgan Securities LLC and holds a Series 6, 7TO, 63 and SIE licenses. Teri has previously worked with firms such as BBVA Securities Inc., Chase Investment Services Corp. and J.P. Morgan Securities LLC. Teri is a registered investment advisor in Arizona and New York. Teri has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Teri provides financial planning services and portfolio management services to her clients.
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
AZ
04/05/2023 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
10/05/2016 - 06/02/2021
BBVA SECURITIES INC. (SCOTTSDALE AZ)
AZ
10/01/2012 - 09/27/2016
J.P. MORGAN SECURITIES LLC (SCOTTSDALE AZ)
AZ
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PHOENIX AZ)
BC
Issued 12/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
Not sure Teri Reichardt is the right advisor for you? Invested Better is here to help.
