Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Parrott is a financial advisor with over 20 years of experience in the industry. Theresa currently works at J.p. Morgan Securities LLC, a firm with a focus on portfolio management for businesses and individuals. Theresa has previously worked for several other financial institutions, including CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., FIRST UNION SECURITIES, INC., FIRST UNION BROKERAGE SERVICES, INC., and PRUDENTIAL SECURITIES INCORPORATED. Theresa is licensed to provide financial advice in Connecticut, Florida, and New Jersey.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (POMPANO BEACH FL)
FL
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POMPANO BEACH FL)
FL
08/21/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (POMPANO BEACH FL)
MO
10/01/2000 - 03/28/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
02/16/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
12/19/1995 - 01/06/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Theresa Parrott is the right advisor for you? Invested Better is here to help.
