Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Brownson is a financial advisor registered with Thrivent Investment Management Inc. and is based in Appleton, WI. Teresa has been in the financial services industry since 2020. Teresa holds the Series 63, Series 26, Series 6TO, Series 7TO, and SIE licenses.
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.
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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WI
03/04/2021 - Present
Thrivent Investment Management Inc. (APPLETON WI)
WI
10/05/2020 - 01/15/2021
PRINCIPAL SECURITIES, INC. (Appleton WI)
BC
Issued 03/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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