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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tekeisha? Claim Your ProfileTekeisha Wilcox is a financial advisor in Tarpon Springs, Florida. Tekeisha has been in the industry since 2008 and is registered with Wells Fargo Clearing Services, LLC. Tekeisha has a Series 7 and Series 66 license and is currently active in Arizona, California, Indiana, Michigan, Ohio, Texas, Utah and Washington. Tekeisha Wilcox provides investment advice to individuals, corporations, businesses, charitable organizations, pension plans, and high-net-worth individuals. In addition to being a financial advisor, Tekeisha is also a notary public and is involved in her community by serving as treasurer for the La Canada PTA Council.
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
06/27/2022 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
CA
09/26/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ANGELES CA)
BOTH
Issued 10/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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