Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Adams is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2014. Theresa has a Series 66, Series 7, and SIE license and is registered with the state of Virginia. Theresa's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America N.A. Theresa is also a volunteer with the City of Virginia Beach Voter Registrations & Elections. Theresa has a background in financial planning and investment management. Theresa provides portfolio management for businesses and individuals. Theresa also offers educational seminars, performance measurement reports, allocation modeling, IPS, research reports and services, and selection of other advisors.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/17/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
VA
07/15/2014 - 06/26/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIRGINIA BEACH VA)
BOTH
Issued 08/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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