Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Mystic is a financial advisor with over 30 years of experience in the industry. She is currently registered with PNC Investments, working in the Cleveland office. Theresa holds both Series 66 and Series 65 licenses, as well as multiple other licenses. In addition to her work at PNC Investments, Theresa has worked at several other well-known financial institutions, including Key Investment Services LLC, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Theresa also has extensive experience in compliance and supervision, having held Series 9, 10, 14, 24, and 4 licenses. She has a strong background in portfolio management and investment advice and provides services to individuals, businesses, corporations, 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/20/2022 - Present
PNC Investments (CLEVELAND OH)
OH
05/12/2022 - 07/15/2022
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
10/21/2013 - 05/02/2022
PNC INVESTMENTS (CLEVELAND OH)
OH
01/01/2008 - 10/07/2013
WELLS FARGO ADVISORS, LLC (CLEVELAND OH)
OH
03/28/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WESTLAKE OH)
OH
07/14/1999 - 03/07/2007
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
09/16/1998 - 07/01/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
IL
04/29/1987 - 08/21/1998
BURKE CHRISTENSEN & LEWIS SECURITIES INC. (CHICAGO IL)
BOTH
Issued 12/10/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2002
Series 14 - Compliance Officer Examination
BC
Issued 04/07/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/1989
Series 24 - General Securities Principal Examination
BC
Issued 11/30/1987
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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