Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Stevens is a financial advisor at Janney Montgomery Scott LLC. Theresa has been in the industry since 2011 and has a strong track record of success. Theresa Stevens is registered with FINRA and holds the Series 7, Series 9, Series 10, Series 63 and Series 65 licenses. Theresa specializes in providing financial planning, pension consulting and educational seminars. Theresa Stevens has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
09/02/2021 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
IA
Issued 08/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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