Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Marie Downey is an investment professional with over 10 years of experience in the financial services industry. Theresa is currently a registered representative with Key Investment Services LLC, where she has been employed since July 2012. Prior to that, Theresa worked for HSBC Securities (USA) Inc., from March 2008 to July 2012. Theresa is licensed to sell securities in New York. Theresa holds FINRA Series 6 and SIE licenses as well as the Series 63 license. Theresa has a specialization in portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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NY
07/11/2012 - Present
KEY Investment Services LLC (Rochester NY)
NY
03/31/2008 - 07/11/2012
HSBC SECURITIES (USA) INC. (ROCHESTER NY)
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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