Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Sdrakas is an investment advisor representative with Fifth Third Securities, Inc. Theresa is registered with both FINRA and the SEC as a Registered Representative and Investment Advisor Representative. Theresa has been in the industry since 2010 and has experience working with clients from various backgrounds. Theresa’s experience includes providing financial planning services, portfolio management, selection of other advisors, and portfolio management for individuals and businesses. Theresa has held the Series 6, 63, 65, and SIE securities licenses. Theresa is currently registered in Ohio and has a total of 1 approved state registration. Theresa is also registered with Fifth Third Securities, Inc. and is associated with the branch office in Westlake, OH.
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.
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.
Sponsor wrap fee program
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.
1
2
OH
05/22/2019 - Present
Fifth Third Securities, Inc. (WESTLAKE OH)
OH
04/05/2010 - 06/10/2011
FIFTH THIRD SECURITIES, INC. (COLUMBIA STATION OH)
IA
Issued 5/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/12/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/7/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/6/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/2/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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