Theresa Cooper is a ChFC-designated registered investment advisor, based in Maumee, OH, with 16 years of industry experience.
Location
1745 Indian Wood Circle, Suite 100, Maumee, OH, 43537
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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.
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Theresa is an employee of Patton Wealth Management, providing customer service, managing retirement plans and models, and trading. She also works as a bookkeeper for Diana Patton Consulting, LLC, spending a few hours per week maintaining Quickbooks.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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