Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Therese? Claim Your ProfileTherese Elizabeth Shean is an investment advisor representative with Cetera Advisor Networks LLC in Albany, New York. She has been in the industry since 1985 and has held several prior roles with firms like VOYA FINANCIAL ADVISORS, INC., SIGNATOR INVESTORS, INC., and JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY. Therese Elizabeth Shean is currently registered with the state of New York and holds the Series 6, Series 63 and SIE licenses.
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
NY
06/09/2021 - Present
Cetera Advisor Networks LLC (ALBANY NY)
NY
11/03/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
MA
06/10/1985 - 12/02/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
06/10/1985 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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