ADVISOR BIO

Theresa Ann Ward is a financial advisor who has been in the industry since August 22, 1983. Ward is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been with the firm since May 1983. Ward is licensed to provide securities and investment advice in multiple states, including California, Minnesota, Texas, and more. Ward is also a member of the University of Minnesota Investment Advisors Board of Directors.

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ADVISOR BIO

Theresa Mai anh Le duc-rodriguez is a financial professional registered with Wells Fargo Clearing Services, LLC and holds both Series 63 and Series 6TO licenses. Theresa has been active in the industry since May 2024 and is currently based in Campbell, CA. Theresa is licensed in California and her areas of expertise include various financial products and services.

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ADVISOR BIO

Theresa Ann Beltran is a financial advisor registered with LPL Financial LLC. Theresa has over 20 years of experience in the financial industry. Theresa works with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Prior to joining LPL Financial LLC, Theresa was a financial advisor with RBC Capital Markets, LLC, Citigroup Global Markets Inc., UBS Financial Services Inc., Piper Jaffray & Co., Wachovia Securities, LLC and Salomon Smith Barney Inc. Theresa is a Series 7, Series 63 and SIE licensed professional.

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ADVISOR BIO

Theresa Houle is a financial advisor with LPL Financial LLC. Theresa has been in the financial industry since 2019. Theresa has experience working with individuals, businesses, and pension plans. Theresa is a registered representative of LPL Financial LLC and holds a Series 7, Series 63, and Series 65 license. Theresa provides financial planning, investment management, and insurance services.

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ADVISOR BIO

Theresa Nachman is a financial advisor with Raymond James Financial Services Advisors, Inc. Theresa has been in the financial industry since 2000 and has held registrations in multiple states. Theresa is currently licensed in both California and Texas. Theresa has worked with several firms in the industry, including Edward Jones and Morgan Stanley. Theresa specializes in providing investment advice to individuals, businesses, and institutions. Theresa is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.

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ADVISOR BIO

Theresa Schnetz is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., who has been in the financial industry since 1987. Theresa is registered with the state of California as an Investment Adviser Representative. Theresa also holds a Series 63, Series 65, Series 7, Series 10, Series 9, Series 24 and Series 26. In addition to Merrill Lynch, Pierce, Fenner & Smith Inc., Theresa has been registered with other firms including Blaylock Robert Van, LLC, Ivy Funds Distributor, Inc., Waddell & Reed, Inc., Principal Funds Distributor, Inc., WM Financial Services, Inc., Griffin Financial Services, Great Western Financial Securities Corporation, ASB Financial Services, First Interstate Investments, Inc., Essex National Securities, Inc., JMC Financial Corporation, and American Express Financial Advisors Inc.

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ADVISOR BIO

Theresa Ruiz fong is a financial advisor at Wells Fargo Clearing Services, LLC. Theresa has been in the financial industry since April 2007. She is licensed in 15 states and has been registered with Wells Fargo since 2011. Theresa also has experience with Wells Fargo Investments, LLC. Theresa specializes in a variety of areas including portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Theresa Sondgroth is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Theresa has been in the financial services industry since 2015 and is registered in 31 states. Theresa focuses on providing a wide range of investment services to clients including individuals, businesses, institutions, and high net worth individuals.

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ADVISOR BIO

Theresa Ann Currier has been in the financial industry for over 26 years. Theresa is currently a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Theresa has a broad range of experience in the financial services industry, including working for Nationwide Investment Services Corporation, Wells Fargo Advisors, LLC, AXA Distributors, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, American Skandia Marketing, Inc., and Aetna Investment Services, Inc.

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ADVISOR BIO

Theresa Kost is a financial advisor with RBC Capital Markets, LLC. Theresa is located in Newport Beach, California and has been working in the financial services industry since 1993. Theresa holds Series 7 and Series 63 licenses as well as the Series 65 license and the Securities Industry Essentials Examination. Theresa has been with RBC Capital Markets, LLC since January 2012. Previously, Theresa worked for UBS Financial Services INC. in Newport Beach, California, U.S. BANCORP PIPER JAFFRAY INC in Minneapolis, Minnesota, INVESTMENT MANAGEMENT & RESEARCH, INC. in St. Petersburg, Florida, FORUM FINANCIAL SERVICES, INC. in Portland, Maine and DAIN BOSWORTH INCORPORATED.

SPECIALIZATIONS