Teresa Marriner
Teresa Marriner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Syracuse, NY, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
400 Spencer Street, Syracuse, NY, 13204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Teresa is an agent for Planned Results, Inc. selling non-variable insurance since 1996, dedicating a few hours per week. She also works as an associate/employee for Planned Results, Inc. as a financial advisor, taking about half of Teresa's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Robert Thomas Securities, INCBroker
Travelers Equities Sales, INC.Broker
Cigna Securities, INC.Broker
State Registrations30 states
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