Dear investors,
Welcome to my website.
As a seasoned General Securities Representative with over ten years in the financial industry, I specialize in large-cap stocks, mega-cap companies, and major cryptocurrencies. My investment strategy combines short-term opportunities with long-term growth, dedicating around 60% of my portfolio to short-term investments and 40% to longer-term positions. I focus on a diversified portfolio that includes companies known for consistently growing their dividend yield. With a strong emphasis on technical analysis and risk management, my goal is to exceed the S&P 500’s performance annually and deliver reliable results.
2012 - Present (13 years)
2012 - 2012 (<1 year)
2009 - 2012 (3 years)
2000 - 2009 (9 years)
Principal/Supervisory Exams
General Industry/Product Exams
State Securities Law Exams
With years of experience in financial planning, investment strategy, and wealth management, I bring a client-first approach rooted in transparency, precision, and results. Whether you're planning for retirement, growing your portfolio, or navigating complex financial decisions, my skills are tailored to help you achieve lasting financial success.
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Initially, I'll request that you complete a personal evaluation of your investment situation. Following this, I'll analyze the information from your evaluation to identify investment opportunities that could be profitable for you. My approach is tailored to fit your financial goals and risk appetite, ensuring a personalized strategy that meets your specific needs.
Unlock a wide range of strategies designed to drive your success as a trader. These methods will boost your focus and composure, keeping you consistently ahead of market trends.
All the key details have been compiled to guide you through the fundamentals of trading, including trade setup and various strategies and patterns. You'll develop a strong sense of empowerment and confidence in making savvy financial decisions in U.S. and global markets.
My top priority is ensuring the safety of those who follow my trades. My goal is to provide investors with a secure and transparent trading experience. To accomplish this, I’ve established a robust set of protections by collaborating with thoroughly vetted brokerage platforms. Each broker is carefully assessed for credibility and ease of use, guaranteeing the safety of my followers.
This process will significantly influence your life in many impactful ways. It will encourage you to embrace a new outlook and strategy for managing your finances. True success as a trader demands steadfast consistency and self-discipline. I’m here to guide you toward becoming a financially disciplined individual and a skilled manager of your own assets.
This principle is key to success, and it requires a set of essential tools to achieve it. I have firsthand experience with these tools and will integrate them into your daily practice. I’ll monitor your trading activities every day to promote ongoing skill development and long-term growth in your earnings.
As a potential investor, I assume what you're most interested about is past performance record. Within this section you will be able to deep dive into my historical data, portfolio performance including monthly reports, and work experience over the last 15 years.
What My Clients Say
As someone new to investing, I was overwhelmed by all the options and advice out there. Working with Theresa changed everything. They took the time to explain things clearly, created a strategy aligned with my goals, and I’ve already seen solid returns. I feel more confident and in control of my financial future.
I initially came to Mrs Theresa for help managing my personal finances, but they quickly became a vital partner in planning for my business as well. Their insights helped me streamline my cash flow, invest smartly, and prepare for long-term success. It’s rare to find someone this knowledgeable and genuinely invested in your success.
I was nervous about retirement and whether my savings would be enough. Mrs Theresa helped me create a balanced investment plan that gives me both income and peace of mind. They’re always available to answer my questions and explain things in plain language. I only wish I had found them sooner!
I've worked with several financial advisors in the past, but none have offered the level of strategic thinking and personalized service that Mrs Theresa brings to the table. Their advice on tax-efficient investing and long-term planning has significantly enhanced my portfolio's performance. I trust them completely.
I offer a full range of investment services, from hand-picking individual assets to crafting tailored, results-oriented trading strategies. Backed by powerful trading tools and a team of market professionals, I provide the insights and support you need to make informed, goal-driven decisions. Let's schedule a consultation and build your strategy together.
