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 MacPherson is a financial advisor who has been in the industry since June 22, 2007. Theresa is currently registered with M Holdings Securities, Inc. and has been with the firm since March 6, 2009. Theresa also has experience with D.A. Davidson & Co. Theresa is licensed to sell securities in Oregon. Theresa holds the Series 7, 86, 87, and SIE licenses.
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
OR
03/06/2009 - Present
M Holdings Securities, Inc. (PORTLAND OR)
OR
05/16/2007 - 01/26/2009
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
BC
Issued 05/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/12/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa MacPherson is the right advisor for you? Invested Better is here to help.
