Todd Terese

Current Employers

Employment History

• 08/2020 → 03/2021
  Freddy's Restaurant
  Scottsdale, AZ
• 06/2021 → 09/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 09/2022 → 01/2024
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
• 01/2012 → Present
  Terese Enterprises Llc
  Phoenix, AZ
• 02/2023 → 10/2023
  Keller Williams Arizona Realty
  Scottsdale, AZ
• 08/2024 → 07/2025
  Stifel, Nicolaus & Company, Incorporated
  Phoenix, AZ
• 10/2023 → 08/2024
  Exp Realty
  Phoenix, AZ
• 09/2025 → Present
  Scottsdale Wealth Advisory Llc
  Paradise Valley, AZ
• 01/2023 → Present
  Az Home Stays, Llc
  Phoenix, AZ
• 07/2025 → 09/2025
  Scottsdale Wealth Advisory Llc
  Paradise Valley, AZ

Previous Registrations

• 2024-08-05 → 2025-07-23
  Stifel, Nicolaus & Company, Incorporated
  Phoenix, AZ

Other Businesses

1. Terese Enterprises LLC; 1704 E Beaubien Dr Phoenix AZ 85024; Commercial cleaning for office spaces; Cleaning Crew; Help my parents clean office spaces on Friday nights for around 2-3 hours. Duties include taking out trash, wiping desks down, vacuuming, moping, and cleaning bathrooms/kitchen; 01/01/2012; 3.00hrs/week; Not during securities trading hours; Not Investment-Related 2. AZ Home Stays, LLC; 1704 E Beaubien Dr Phoenix AZ 85024; The LLC was set up to hold ownership of an Airbnb property at: 548 W Michelle Dr Phoenix, AZ 85023; Owner/Property Manager; I assist with property management by running monthly P&L's, tracking income/expenses, stocking supplies, and coordinate guest bookings through Airbnb; 01/01/2023; 5.00hrs/month; Not during securities trading hours; Investment-Related

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-29
• S63 Uniform Securities Agent State Law Examination
  2023-03-06