Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Clement is a registered investment advisor representative with PFS Investments Inc.. Teresa has been in the financial industry since September 2016. Teresa is registered with the following states: Arizona, California, Oregon, and Washington. Teresa specializes in investment company products and variable contracts. Teresa is also registered with the state of Oregon as an investment advisor. Teresa has been with PFS Investments Inc. since September 2016.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OR
08/16/2019 - Present
PFS Investments Inc. (PORTLAND OR)
IA
Issued 07/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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