Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Goldsmith is a financial advisor with Cetera Investment Advisers LLC. Theresa is located in Sacramento, CA and has been in the industry since 1988. Theresa has been a financial advisor with Cetera Investment Advisers since 2020. Prior to that, Theresa worked with First Allied Securities, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Theresa offers a variety of financial services, including portfolio management for individuals, businesses, and retirement plans. Theresa is also a certified financial planner.
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
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (SACRAMENTO CA)
CA
03/08/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SACRAMENTO CA)
CA
01/01/2008 - 02/09/2012
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
CA
05/08/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
NA
12/06/1988 - 02/28/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
06/15/1984 - 02/11/1985
APEX FINANCIAL PLANNERS CORP.
BC
Issued 11/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 6/12/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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