Unclaimed
Theresa Tucci is an investment professional with over 5 years of experience in the financial services industry. Theresa is currently registered with Fidelity Brokerage Services LLC and is a Series 99 licensed professional. Previously, Theresa worked at National Financial Services LLC.
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.
1
2
MA
03/05/2018 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
07/05/2022 - 04/24/2023
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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