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Theresa Timmerman

19 Years of Experience
North Reading, MA
BrokerSells Insurance

Theresa Timmerman is a registered investment advisor, based in North Reading, MA, with 19 years of industry experience.

Location

50 Main Street, Suite 305, North Reading, MA, 01864

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Theresa sells fixed insurance products and works as a medical technologist at Elliot Hospital Satellite Lab, spending about 20% of her time on each activity. She also operates under the DBA Rainbow Investment Solutions, dedicating all of her time to this investment-related activity.

Employment History
Current Registrations
Vanderbilt Advisory Services
July 2017 - Present · 8 yrs 10 mos
Vanderbilt Securities, LLCBroker
July 2017 - Present · 8 yrs 10 mos
Previous Registrations
Financial West Group
January 2016 - July 2017 · 1 yr 6 mos
Financial West GroupBroker
November 2015 - July 2017 · 1 yr 8 mos
Infinex Investments, INC.
November 2013 - November 2015 · 2 yrs
Infinex Investments, INC.Broker
November 2013 - November 2015 · 2 yrs
Harvest Capital Advisors, LLC
July 2013 - November 2013 · 4 mos
Harvest Capital LLCBroker
April 2013 - November 2013 · 7 mos
MML Investors Services, LLCBroker
January 2011 - April 2013 · 2 yrs 3 mos
PFS Investments INC.Broker
February 2006 - October 2010 · 4 yrs 8 mos
State Registrations10 states
CACODCFLMANHNMNYOHRI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Theresa Timmerman - Financial Advisor | TrueAdvisor