Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa S. Moultrie is a financial advisor with J.P. Morgan Securities LLC. Theresa has been in the industry since October 15, 1994 and is licensed in California. Prior to joining J.P. Morgan, Theresa worked at firms including Pruco Securities, LLC., MML Investors Services, LLC, Farmers Financial Solutions, LLC, State Farm VP Management Corp., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Citigroup Global Markets Inc., Citicorp Investment Services, MetLife Securities Inc., Metropolitan Life Insurance Company, InterSecurities, Inc., Aegon USA Securities Inc., and MetLife Securities Inc.. Theresa specializes in investment advice for individuals, corporations, pension plans, insurance companies, labor unions, and charitable organizations.
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
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2
CA
03/23/2022 - Present
J.p. Morgan Securities LLC (MURRIETA CA)
CA
10/08/2018 - 02/16/2022
PRUCO SECURITIES, LLC. (EL SEGUNDO CA)
CA
10/04/2017 - 05/17/2018
MML INVESTORS SERVICES, LLC (BEVERLY HILLS CA)
CA
04/17/2014 - 10/06/2017
FARMERS FINANCIAL SOLUTIONS, LLC (LOS ANGELES CA)
IL
09/05/2012 - 01/14/2014
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
01/03/2011 - 06/08/2012
WELLS FARGO ADVISORS, LLC (LONG BEACH CA)
CA
10/29/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LONG BEACH CA)
CA
08/08/2007 - 06/08/2010
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
05/29/2007 - 07/11/2007
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
04/25/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
MA
05/17/2000 - 07/01/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/17/2000 - 07/01/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
FL
01/02/1998 - 05/16/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
06/14/1995 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
MA
07/09/1992 - 06/07/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/09/1992 - 06/07/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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