Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Flores is an investment advisor representative and a partner at Pinnacle Peak Private Client Group, LLC, based in Scottsdale, Arizona. Teresa has been in the securities industry since 2000, and has held positions at several firms including Purshe Kaplan Sterling Investments, Inc. and BCG Securities, Inc. Teresa holds Series 7, 63 and 66 securities licenses. Teresa specializes in providing financial planning and portfolio management services to individuals, families, and businesses.
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.
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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AZ
02/03/2016 - Present
Pinnacle Peak Private Client Group, LLC (SCOTTSDALE AZ)
AZ
09/09/2021 - 12/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)
AZ
01/10/2017 - 09/09/2021
BCG SECURITIES, INC. (Scottsdale AZ)
AZ
01/22/2016 - 01/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (Scottsdale AZ)
AZ
05/03/2010 - 02/08/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
WI
11/03/2008 - 05/04/2010
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
AZ
04/30/2007 - 10/22/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
08/12/2006 - 05/15/2007
UBS FINANCIAL SERVICES INC. (SCOTTSDALE AZ)
AZ
02/14/2006 - 08/12/2006
PIPER JAFFRAY & CO. (SCOTTSDALE AZ)
NY
11/23/2001 - 02/13/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
04/09/2001 - 05/25/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
BOTH
Issued 10/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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