Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Ann Roop is a registered representative with United Planners' Financial Services of America A Limited Partner in Amarillo, Texas. Teresa has been in the financial services industry since September 14, 2020 and is licensed to sell securities in Texas. Teresa specializes in providing financial planning services, portfolio management for individuals, and pension consulting. She holds the Series 7, Series 63, and Series 66 securities licenses and the SIE exam.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
09/15/2020 - Present
United Planners' Financial Services OF America A Limited Partner (AMARILLO TX)
BC
Issued 08/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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