Unclaimed
Ted William Densmore is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Ted has been in the industry since 1984 and has a broad range of experience working with clients including high net worth individuals, corporations, and charitable organizations. Ted is registered in 22 states and holds several licenses including Series 7, Series 31, and Series 63. Ted previously worked at Morgan Stanley and Merrill Lynch. Ted is a dedicated professional who is committed to providing clients with personalized financial advice. Ted's expertise includes financial planning, portfolio management, and investment consulting.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/09/2020 - Present
Wells Fargo Advisors Financial Network, LLC (FORT WALTON BEACH FL)
FL
08/27/2010 - 03/11/2020
MORGAN STANLEY (DESTIN FL)
FL
11/21/1984 - 08/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WALTON BEACH FL)
IA
Issued 08/22/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/17/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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