Terresa Laird is a registered investment advisor, based in Minnetonka, MN, with 6 years of industry experience.
Location
Minnetonka, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Terresa works as a registered administrative assistant for AdvisorNet Financial Inc DBA Portfolio Partners, a securities DBA, since April 2025. This takes a full-time commitment, with some hours during trading hours, and involves implementing SMA accounts and providing account details to advisors.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
State Registrations1 state
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