Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Nachman is a financial advisor with Raymond James Financial Services Advisors, Inc. Theresa has been in the financial industry since 2000 and has held registrations in multiple states. Theresa is currently licensed in both California and Texas. Theresa has worked with several firms in the industry, including Edward Jones and Morgan Stanley. Theresa specializes in providing investment advice to individuals, businesses, and institutions. Theresa is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
12/04/2020 - Present
Raymond James Financial Services Advisors, Inc. (Redding CA)
CA
08/25/2006 - 12/07/2020
EDWARD JONES (REDDING CA)
CA
08/03/2000 - 08/28/2006
MORGAN STANLEY DW INC. (REDDING CA)
BOTH
Issued 06/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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