Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Leigh Detrick is a financial advisor with over 16 years of experience in the industry. Theresa has held positions at several firms, including Citigroup Global Markets Inc., Morgan Stanley, Lincoln Financial Securities Corporation, and now LPL Financial LLC. She has a strong track record of success in helping clients achieve their financial goals, and she is committed to providing her clients with personalized financial advice. Theresa is registered in multiple states, including Florida, Maryland, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. She holds Series 7, Series 66 and SIE licenses. Theresa specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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
05/16/2024 - Present
LPL Financial LLC (TUNKHANNOCK PA)
PA
09/15/2017 - 05/17/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (TUNKHANNOCK PA)
PA
06/01/2009 - 09/18/2017
MORGAN STANLEY (SCRANTON PA)
PA
08/29/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SCRANTON PA)
BOTH
Issued 09/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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