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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 Mcdevitt Diblasi is a financial advisor registered with World Investment Advisors, LLC. Theresa has been working in the financial industry since 2010, and has a strong background in investments, financial planning, and portfolio management. Theresa holds the Series 6, 7, 31, 65, and 66 licenses and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Theresa's goal is to help clients reach their financial goals by providing them with personalized financial advice and investment management services. Theresa is also a registered investment advisor with World Investment Advisors, LLC, which is headquartered in Santa Barbara, CA.
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.
A percentage of the total value of assets under management is charged.
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VA
07/01/2024 - Present
World Investment Advisors, LLC (Vienna VA)
VA
12/01/2011 - 01/06/2017
MORGAN STANLEY (RESTON VA)
VA
05/11/2010 - 10/24/2011
METLIFE SECURITIES INC. (FALLS CHURCH VA)
IA
Issued 01/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/28/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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