Theresa Sherman is a registered investment advisor, based in Southfield, MI, with 15 years of industry experience.
Location
20750 Civic Ctr Dr, Ste 590, Southfield, MI, 48076
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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
Theresa owns rental property since 2012 and is also an agent/broker for fixed insurance sales since 2019, dedicating a few hours per week to each. She also serves as a secretary for Troy Family Daze, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
New England Securities Corporation
New England SecuritiesBroker
State Registrations18 states
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.