Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa L. McMasters is a registered representative and investment advisor representative with Raymond James & Associates, Inc. based in Stuart, Florida. Theresa has been in the financial industry since August 2000 and has a broad range of experience, including working with individuals, families, and businesses. Theresa has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. She is a highly experienced financial advisor who is committed to helping her clients achieve their financial goals.
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.
Please see note in schedule d - miscellaneous
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
FL
03/20/2017 - Present
Raymond James & Associates, Inc. (STUART FL)
GA
09/07/2007 - 02/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
FL
08/03/2000 - 09/18/2007
CITIGROUP GLOBAL MARKETS INC. (STUART FL)
BOTH
Issued 08/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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