Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Dunnebier is a financial advisor with over 35 years of experience in the industry. Currently, Theresa is registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Theresa was registered with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SII INVESTMENTS, INC., LEGACY FINANCIAL SERVICES, INC., INTERSECURITIES, INC., PML SECURITIES COMPANY, and JOHN HANCOCK DISTRIBUTORS, INC.. Theresa holds the Series 6, Series 63, and SIE licenses. Theresa focuses on providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisors. Theresa is also specialized in portfolio management for individuals and businesses.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
01/16/2024 - Present
LPL Financial LLC (WESTBOROUGH MA)
MA
09/01/2023 - 01/19/2024
OSAIC WEALTH, INC. (BOLTON MA)
MA
11/28/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTBOROUGH MA)
MA
06/15/2007 - 11/28/2017
SII INVESTMENTS, INC. (WESTBOROUGH MA)
MA
02/24/1999 - 06/18/2007
LEGACY FINANCIAL SERVICES, INC. (PEABODY MA)
FL
01/25/1996 - 02/22/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
DE
06/05/1993 - 12/14/1995
PML SECURITIES COMPANY (NEWARK DE)
MA
12/02/1986 - 03/03/1993
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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