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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 Rose Eisnor is a financial advisor at Morgan Stanley. Theresa has been in the financial services industry since 1994 and has a broad range of experience in helping clients achieve their financial goals. Theresa is a registered representative with FINRA and is licensed to sell securities in 44 states. She holds the Series 7, Series 63, and Series 66 securities licenses and the SIE exam. Theresa is dedicated to providing her clients with personalized advice and customized investment strategies. Theresa also has prior experience with Morgan Stanley & Co. Incorporated and Bear, Stearns & Co. 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
02/12/2014 - Present
Morgan Stanley (Boston MA)
MA
05/28/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOSTON MA)
MA
09/07/1994 - 05/22/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
BOTH
Issued 12/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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