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 Trinidad is a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. Theresa has been in the securities industry since February 7, 2018 and has a Series 66 license. Theresa has a state registration in Washington and Texas. Theresa has been employed with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 2017. Theresa is also registered as an investment advisor representative. Theresa's previous employers include Smash Pickleball, Worktank Enterprises, L.L.C., and Bank of America, N.A. Theresa is a registered representative for Merrill Lynch and an investment advisor representative for Merrill Lynch.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
WA
03/15/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BELLEVUE WA)
BOTH
Issued 03/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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