Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Suzanna Lacic has been in the financial services industry since 1999. Theresa is currently registered with Voya Financial Partners, LLC in Windsor, CT. Theresa has previously been employed with Hartford Equity Sales Company Inc., Aetna Investment Services, LLC, Raymond James Financial Services, Inc., and Bannon & Whitney, Inc. Theresa is licensed to sell securities in Connecticut.
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.
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.
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2
CT
04/26/2006 - Present
Voya Financial Partners, LLC (WINDSOR CT)
CT
08/09/2001 - 04/20/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
09/20/2000 - 07/25/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
FL
06/24/1999 - 06/26/2000
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CT
04/26/1999 - 06/22/1999
BANNON & WHITNEY, INC. (WEST HARTFORD CT)
BC
Issued 09/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/23/1999
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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