Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Hutchinson is a registered representative with Cambridge Investment Research Advisors, Inc. Theresa is a licensed financial advisor with a focus on providing financial planning and investment services. Theresa has been in the industry since 1992 and has a wide range of experience in providing financial advice to individuals and families. Theresa is also a registered investment advisor representative in Pennsylvania and Texas. Theresa provides investment management, financial planning, and other advisory services to individuals, high net worth individuals, families, pension plans, and charitable organizations. Theresa can help you with a variety of financial planning needs, including retirement planning, college savings, estate planning, and insurance planning. Theresa is also available to provide investment management services, including portfolio management, asset allocation, and investment research.
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.
Solicitation fees from 3rd party money managers
1
2
PA
06/20/2017 - Present
Cambridge Investment Research Advisors, Inc. (Sewickley PA)
PA
04/16/1992 - 04/12/2013
BPU INVESTMENT MANAGEMENT INC. (PITTSBURGH PA)
IA
Issued 06/20/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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