Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Anne Markham is a financial advisor registered in New Jersey with Creativeone Wealth, LLC. Theresa Markham is a Series 63, Series 65, and Series 7 licensed professional with over 30 years of experience in the financial services industry. Theresa Markham offers a range of financial services, including portfolio management, financial planning, educational seminars, and selection of other advisers. Theresa Markham's experience includes previous roles with Dean Witter Reynolds Inc., Chase Manhattan Investment Services, Inc., Gilford Securities Incorporated, and PaineWebber Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
10/20/2022 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NY
08/25/1998 - 06/11/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IL
06/30/1993 - 09/09/1996
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
08/03/1992 - 05/22/1993
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/05/1991 - 06/29/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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