Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Schachner is a financial advisor with Raymond James Financial Services Advisors, Inc. Theresa has been in the financial industry for over 23 years. She is licensed to provide investment advice in Arizona, Colorado, Florida, Illinois, Louisiana, Missouri, Montana, New York, North Carolina, Ohio, Texas, Virginia, Washington, and Wisconsin. Theresa holds Series 6, 7, 9, 10, 63, and 66 licenses. Theresa is experienced in providing financial planning, portfolio management for individuals and businesses, and educational seminars. She is also a registered representative with FINRA and a member of the Securities Industry and Financial Markets Association (SIFMA).
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
08/19/2014 - Present
Raymond James Financial Services Advisors, Inc. (ELMHURST IL)
IL
11/17/2000 - 06/11/2014
EDWARD JONES (RIVER FOREST IL)
NY
09/27/1999 - 11/02/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/06/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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