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 Kinsey is a financial professional with over 24 years of experience in the industry. She has held various roles at leading firms including MML Investors Services, LLC, Royal Alliance Associates, Inc., Signator Investors, Inc., and Lincoln Financial Securities Corporation. Currently, Theresa is affiliated with Osaic Wealth, Inc. Theresa is a licensed investment advisor and holds several industry certifications, including Series 6, 7, 24, 63, and 65. Theresa specializes in offering financial planning and investment advisory services for high net worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
1
2
FL
03/06/2024 - Present
Osaic Wealth, Inc. (PLANTATION FL)
FL
04/01/2021 - 01/11/2024
MML INVESTORS SERVICES, LLC (PLANTATION FL)
FL
11/02/2018 - 06/25/2019
ROYAL ALLIANCE ASSOCIATES, INC. (PLANTATION FL)
FL
12/07/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (PLANTATION FL)
FL
12/17/1997 - 11/23/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (PLANTATION FL)
BOTH
Issued 08/18/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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