Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teddy? Claim Your ProfileTeddy R Ezzell is a financial advisor who has been in the industry since 2001. Teddy is currently registered with Western Wealth Management LLC and holds Series 7, 31, and 66 licenses. Teddy has prior experience with SWS Financial Services, Inc., Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Teddy provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CO
01/07/2019 - Present
Western Wealth Management LLC (FORT COLLINS CO)
CO
04/15/2010 - 12/18/2014
SWS FINANCIAL SERVICES, INC. (FT. COLLINS CO)
CO
01/01/2008 - 04/20/2010
WELLS FARGO ADVISORS, LLC (FORT COLLINS CO)
CO
09/10/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FORT COLLINS CO)
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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