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 Nord is a registered investment advisor. Theresa is currently registered with Fidelity Brokerage Services LLC. Prior to that, she worked at WELLS FARGO CLEARING SERVICES, LLC. Theresa has been in the financial services industry for over 8 years. She holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Theresa is registered in all 50 states.
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.
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.
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RI
09/23/2021 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
GA
06/02/2014 - 09/02/2020
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
IA
Issued 09/29/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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