Broker Check
Theresa  Carmagnola

Theresa Carmagnola

Managing Partner

Theresa Carmagnola is a fixed income institutional advisor with over 20 years of experience who prides herself on providing clients with individualized and customized service.  She is a NJ native who, after completing her education and graduating Valedictorian, began her career in finance.  Theresa’s approach to assisting institutional investors has earned her a reputation of excellence in the financial services industry.  Theresa has been notably recognized professionally throughout her career with industry awards.  She is committed to professional development through continuing education and she is admired for her integrity and dedication. In her free time, Theresa gives back to the community by volunteering and helping school age children in the field of mathematics. She enjoys traveling with her husband and spending time with their family.  

 

Theresa has many professional financial licenses which include:

  • FINRA Series 7 (General Securities Representative)
  • FINRA Series 63 (Uniform Combined State Law)
  • FINRA Series 65 (Investment Advisor)
  • Life Insurance