Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Waddell has been in the financial industry since October 2000. She is currently registered with Raymond James Financial Services Advisors, Inc. in Vienna, VA. Theresa holds Series 6, 7, 9, 10, 63, and 65 licenses. She is also registered in the state of Virginia. Theresa has experience with a wide range of clients including individuals, businesses, pension and profit-sharing plans, insurance companies, and charitable organizations. In addition to her work at Raymond James Financial Services Advisors, Inc., Theresa is also a CPA and provides accounting and tax preparation services through her own firm.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (VIENNA VA)
VA
10/04/2000 - 07/05/2007
WADDELL & REED, INC. (VIENNA VA)
IA
Issued 12/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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