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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Clasby is a financial advisor registered with Morgan Stanley. Teresa has over 13 years of experience in the financial services industry. Teresa is a CERTIFIED FINANCIAL PLANNER™ professional. Teresa has a strong track record of helping clients achieve their financial goals. Teresa is passionate about helping her clients build a secure financial future. Teresa is registered with the state of Texas as an investment advisor representative and in Washington, D.C. as an investment advisor representative and a broker. Teresa is also registered as a broker in 49 other states.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
DC
02/19/2020 - Present
Morgan Stanley (Washington DC)
MD
05/31/2013 - 04/24/2018
THRIVENT INVESTMENT MANAGEMENT INC. (GERMANTOWN MD)
MN
08/17/2005 - 05/30/2013
WOODBURY FINANCIAL SERVICES, INC. (EAGAN MN)
IA
Issued 05/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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