Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dallas? Claim Your ProfileDallas Andrew Teeters is a financial professional with over 6 years of experience in the industry. Dallas is currently registered with Charles Schwab & Co., Inc. and has been with the firm since March 2023. Prior to joining Charles Schwab & Co., Inc., Dallas was with TD Ameritrade, Inc. from January 2018 to May 2024. Dallas is licensed to provide investment advice and securities services in 53 states and the District of Columbia. Dallas holds a Series 3, Series 4, Series 7, Series 9, and Series 63 license and has extensive experience in securities, options, and commodities. Dallas is also a Registered Options Principal and General Securities Sales Supervisor. Dallas is dedicated to providing personalized financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
03/30/2023 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
01/25/2018 - 05/19/2024
TD AMERITRADE, INC. (Westlake TX)
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/20/2022
Series 4 - Registered Options Principal Examination
BC
Issued 07/16/2020
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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