Teresa Tabel

Current Employers

Employment History

• 04/2008 → 07/2023
  Union Bank
  Irvine, CA
• 10/2011 → 07/2023
  Unionbanc Investment Services
  Irvine, CA
• 08/2023 → 11/2023
  Comerica
  Costa Mesa, CA
• 11/2023 → Present
  Ameriprise Financial Services, Llc
  Costa Mesa, CA

Previous Registrations

• 2023-10-11 → 2023-11-03
  Comerica Securities
  Costa Mesa, CA
• 2011-10-07 → 2023-08-18
  U.S. Bancorp Advisors, Llc
  Irvine, CA
• 2009-05-12 → 2009-11-20
  U.S. Bancorp Advisors, Llc
  Irvine, CA
• 2003-05-30 → 2007-06-01
  Lasalle Financial Services, Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

Outside Employment; Comerica; Fiduciary Strategist; Senior Fiduciary Strategist; 611 Anton Blv Suite 200, , Costa Mesa, CA, 92626; Not Investment-Related; 08/07/2023; 40 to 59 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-21
• S63 Uniform Securities Agent State Law Examination
  1995-05-12

Other Names

• Teresa Marie Tumidanski
• Teresa Marie Tabel
• Teresa Tabel
• Teresa Marie Tabel
• Teresa Marie Tabel