Unclaimed
Therese Jeanne Cavanaugh is a registered investment advisor representative with Lord, Abbett & Co. LLC and is currently active in both the Broker-Dealer and Investment Advisor capacities. Therese has been in the industry since June 2007 and has held previous roles at Neuberger Berman LLC. Therese is licensed in New Jersey and New York and holds Series 66, 7, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Impersonal investment advisory services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
08/11/2010 - Present
Lord, Abbett & Co. LLC (JERSEY CITY NJ)
NY
06/05/2007 - 08/03/2010
NEUBERGER BERMAN LLC (NEW YORK NY)
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Therese Cavanaugh is the right advisor for you? Invested Better is here to help.