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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa May Bedard is an Investment Advisor Representative with Mercer Global Advisors Inc., based in Boston, Massachusetts. Theresa is a registered Investment Advisor in Massachusetts and Oregon. Theresa has been in the financial services industry since 2006 and has a strong track record of helping clients achieve their financial goals. Theresa has experience in financial planning, portfolio management, trust services, estate planning, tax return preparation and consultation. She specializes in providing investment advice to individuals, businesses, and charitable organizations. Prior to joining Mercer Global Advisors Inc., Theresa worked at Lion Street Financial, LLC and Raymond James Financial Services, Inc.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
1
2
MA
03/29/2021 - Present
Mercer Global Advisors Inc. (Boston MA)
OR
05/17/2021 - 08/22/2023
LION STREET FINANCIAL, LLC (PORTLAND OR)
OR
05/02/2013 - 12/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PORTLAND OR)
BOTH
Issued 07/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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