Unclaimed
Theresa Renda King is an investment advisor representative at MML Investors Services, LLC and has been in the industry since August 2, 1995. Theresa is registered in 13 states and holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Theresa also has experience as an agent in real estate and is licensed to sell insurance. Theresa specializes in financial planning, pension consulting, educational seminars, asset allocation programs, and selection of other advisors. Theresa provides services to individuals, businesses, corporations, and trusts, and offers services in the areas of retirement planning, college savings, and estate planning. Theresa is also a member of the National Association of Insurance and Financial Advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
WA
08/10/2012 - Present
MML Investors Services, LLC (GIG HARBOR WA)
NY
08/03/1995 - 03/13/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/03/1995 - 03/13/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/09/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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