Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Maria Francy is a financial professional with over 27 years of experience in the industry. Theresa is currently registered with Ameriprise Financial Services, LLC and has been with the firm since September 2015. Prior to that, Theresa was with Allstate Financial Services, LLC from August 2012 to September 2015. Theresa is a Series 7, Series 24, Series 51 and Series 63 licensed professional and holds the SIE designation. Theresa is registered in Delaware, Florida, New Jersey, New York and Pennsylvania.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NJ
09/11/2015 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
08/22/2012 - 09/16/2015
ALLSTATE FINANCIAL SERVICES, LLC (FREEHOLD NJ)
NJ
04/16/2002 - 02/09/2012
ALLSTATE FINANCIAL SERVICES, LLC (BRIDGEWATER NJ)
NY
04/20/1994 - 07/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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