Teresa O. Davies
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Teresa O'leary Davies, who also goes by Teresa Oleary, was a registered financial professional .
Teresa is a previously registered financial professional and started their career in finance in 1988. Teresa had worked at 5 firms and has passed the Series 27 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 1, 2012 - August 30, 2018
BURKE & QUICK PARTNERS LLC
May 14, 2001 - May 20, 2010
TMC BONDS L.L.C.
April 9, 1992 - January 11, 2007
CHAPDELAINE CORPORATE SECURITIES & CO
December 6, 1989 - January 5, 2012
CHAPDELAINE TULLETT PREBON, LLC
December 14, 1988 - October 3, 1989
RYAN BECK & CO.
State Registrations and Notice Filings
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Exams
Current Firm
BURKE & QUICK PARTNERS LLC
CRD#: 153521 / SEC#: , 8-68548
Contact information
Documents
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
