Theresa Maria Paravati
Professional Summary
Theresa Maria Paravati is a registered financial advisor currently at CHILIAN PARTNERS, L.P. located in Palm Beach, Florida. Theresa is registered as a RR (Registered Representative) and started their career in finance in 2003. Theresa has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
CHILIAN PARTNERS, L.P.
Contact Information
Main Address
421 Chilean Avenue, Palm Beach, FL 33480Mailing Address
P. O. Box 2685, Palm Beach, FL 33480Phone Number
(561) 833-2700Established
Delaware since 07/01/1988Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Theresa Maria Paravati's CRS (Customer Relationship Summary).
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