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 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 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 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 Mahoney is an active investment advisor representative with Commonwealth Financial Network, registered in California and Texas. Theresa has been in the industry since March 17, 2010, and has held licenses with both Commonwealth Financial Network and CETERA ADVISOR NETWORKS LLC in the past. Theresa holds licenses in both Broker-Dealer and Investment Advisor capacities. She offers a range of services including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and fixed insurance sales. Theresa specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, and pension and profit sharing plans.

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ADVISOR BIO

Theresa Rutledge is an investment advisor representative with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Theresa is a Certified Financial Planner® and has been in the financial services industry since 2001. Theresa has a strong track record of providing financial advice to individuals, families, and businesses. Theresa is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Theresa S. Moultrie is a financial advisor with J.P. Morgan Securities LLC. Theresa has been in the industry since October 15, 1994 and is licensed in California. Prior to joining J.P. Morgan, Theresa worked at firms including Pruco Securities, LLC., MML Investors Services, LLC, Farmers Financial Solutions, LLC, State Farm VP Management Corp., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Citigroup Global Markets Inc., Citicorp Investment Services, MetLife Securities Inc., Metropolitan Life Insurance Company, InterSecurities, Inc., Aegon USA Securities Inc., and MetLife Securities Inc.. Theresa specializes in investment advice for individuals, corporations, pension plans, insurance companies, labor unions, and charitable organizations.

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ADVISOR BIO

Theresa Goldsmith is an Investment Advisor Representative at Cetera Investment Advisers LLC with over 30 years of experience in the financial services industry. Theresa has held previous positions at First Allied Securities, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. She is registered with FINRA and the state of California. Theresa provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Her firm, Cetera Investment Advisers LLC, offers a variety of investment advisory services, including financial planning, pension consulting, and portfolio management.

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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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