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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa McDonough is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in BLUE BELL, PA. Theresa has been in the securities industry for over 30 years and has a wide range of experience in providing investment advice to individuals and businesses. Theresa is a highly qualified professional with the necessary credentials to provide comprehensive investment advice. Theresa McDonough has the Series 4, 7, 24, 27, 63, 65 and 99TO licenses. In addition to being a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., Theresa also has experience with BCG Securities, INC. Theresa McDonough is a valuable resource for clients seeking personalized investment advice.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
PA
01/07/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLUE BELL PA)
NJ
08/20/1987 - 12/17/1995
BCG SECURITIES, INC. (CHERRY HILL NJ)
IA
Issued 01/18/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/1991
Series 4 - Registered Options Principal Examination
BC
Issued 01/15/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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