Theresa Goldsmith's Location
Sacramento, CA, US
Theresa Goldsmith's Work
- Financial Advisor @ First Allied Securities, Inc.
- Financial Advisor @ Wells Fargo Advisors
- Associate VP - Operations @ Bateman, Eichman, Hill, Richards
Theresa Goldsmith's Education
- Series 7
- Series 22
- Series 63
- CA Insurance License #0671312
- Long Beach City College
(Business Administration)
Theresa Goldsmith's Skills
- Wealth Management
- Leadership
- FINRA
- Strategic Financial Planning
- Series 63
- Operations Management
- Microsoft Word
- Strategic Financial
- Investments
- Marketing
Theresa Goldsmith's Summary
Theresa Goldsmith, based in Sacramento, CA, US, is currently a Financial Advisor at First Allied Securities, Inc., bringing experience from previous roles at Wells Fargo Advisors and Bateman, Eichman, Hill, Richards. Theresa Goldsmith holds a Series 7. With a robust skill set that includes Wealth Management, Leadership, FINRA, Strategic Financial Planning, Series 63 and more, Theresa Goldsmith contributes valuable insights to the industry. Theresa Goldsmith has 3 emails on RocketReach.
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