Theresa Oldknow

Financial Adviser at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Riverside, CA

About

Contact
Address
3550 Vine St in Riverside, CA 92507
Info
Year started: 2010

Reviews

Peer Endorsements

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Theresa Oldknow has not answered any questions.

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Insurance
License # 0H08000
Series 6
Series 63
Series 7
Series 66
NMLS
License # 1106543

Associations

American Heart Association

Certifications

CRPC

Accomplishments

Background

Experience

Paralegal
Operations Manager
Senior Vice President Real Estate
Restaurant owner
Registered Representative

Education

University of Southern California