Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Mahoney is an active investment advisor representative with Commonwealth Financial Network, registered in California and Texas. Theresa has been in the industry since March 17, 2010, and has held licenses with both Commonwealth Financial Network and CETERA ADVISOR NETWORKS LLC in the past. Theresa holds licenses in both Broker-Dealer and Investment Advisor capacities. She offers a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and fixed insurance sales. Theresa specializes in providing financial advice to individuals, high-net-worth 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/05/2022 - Present
Commonwealth Financial Network (PASADENA CA)
CA
03/17/2010 - 11/06/2013
CETERA ADVISOR NETWORKS LLC (PASADENA CA)
BOTH
Issued 03/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Mahoney is the right advisor for you? Invested Better is here to help.
