Theresa Rutledge, CFP
Merrill Lynch, Pierce, Fenner & Smith, Incorporated
Certified Financial Planner in Palo Alto, CA
http://pwa.ml.com/RutledgeCustodio
Address:3075B Hansen Way
Palo Alto, CA 94304
About Theresa Rutledge
Theresa Rutledge is a financial professional at Merrill Lynch, Pierce, Fenner & Smith, Incorporated located in Palo Alto, California. Theresa Rutledge holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Theresa Rutledge provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Theresa Rutledge3075B Hansen Way
Palo Alto, CA 94304
Phone Number:
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Website:
http://pwa.ml.com/RutledgeCustodio
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