Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Ann Sims is a registered investment advisor representative in Pennsylvania. She is currently affiliated with Cetera Investment Advisers LLC, which is a registered investment advisor. Theresa Sims has been in the securities industry for over 13 years and has experience working with a wide range of clients. Theresa Sims's previous employers include Fifth Third Securities, Inc., NYLIFE Securities LLC, The Huntington Investment Company, and Edward Jones.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/23/2016 - Present
Cetera Investment Advisers LLC (Baden PA)
PA
10/01/2014 - 05/02/2016
FIFTH THIRD SECURITIES, INC. (BRIDGEVILLE PA)
PA
08/17/2012 - 07/15/2014
NYLIFE SECURITIES LLC (BEAVER PA)
PA
02/13/2009 - 08/18/2010
THE HUNTINGTON INVESTMENT COMPANY (BEAVER PA)
PA
04/25/2008 - 11/13/2008
EDWARD JONES (PITTSBURGH PA)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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