Unclaimed
Teresa Garrison is a financial professional with over 25 years of experience in the financial services industry. Teresa is currently registered with Stephens in LITTLE ROCK, AR. Previously, Teresa has held positions at SERVICE ASSET MANAGEMENT COMPANY and SWS FINANCIAL SERVICES. Teresa's specialties include securities, investment advisory services, financial planning, pension consulting, and educational seminars.
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.
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.
1
2
AR
09/26/2000 - Present
Stephens (LITTLE ROCK AR)
TX
07/05/2000 - 09/19/2000
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
07/05/2000 - 09/01/2000
SERVICE ASSET MANAGEMENT COMPANY (DALLAS TX)
TX
01/14/1999 - 07/31/2000
SWS FINANCIAL SERVICES (DALLAS TX)
NY
09/25/1997 - 02/05/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
06/28/1993 - 06/04/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1993
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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