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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa McClendon-thomas is a financial advisor with PNC Capital Advisors LLC. Teresa has over 25 years of experience in the financial services industry. She is licensed to provide investment advice in Texas. Teresa holds Series 7, 24, 52TO, 53, 63, and 66 licenses. Teresa specializes in working with corporations, pension and profit sharing plans, state or municipal government entities, insurance companies, and charitable organizations. Prior to joining PNC Capital Advisors, Teresa worked at Assetpoint Financial, LLC, ZIONS DIRECT, INC., WELLS FARGO BROKERAGE SERVICES, L.L.C. and Wells Fargo Securities, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis services
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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2
TX
05/31/2022 - Present
PNC Capital Advisors LLC (Houston TX)
TX
02/13/2018 - 09/23/2021
ZIONS DIRECT, INC. (Houston TX)
VA
03/31/2016 - 01/09/2018
ASSETPOINT FINANCIAL, LLC (ARLINGTON VA)
TX
11/06/2009 - 06/17/2014
WELLS FARGO SECURITIES, LLC (DALLAS TX)
TX
11/01/2004 - 11/06/2009
WELLS FARGO BROKERAGE SERVICES, L.L.C. (HOUSTON TX)
MN
03/15/2004 - 10/08/2004
PIPER JAFFRAY & CO. (MINNEAPOLIS MN)
OH
01/12/1993 - 12/09/2002
HUNTINGTON CAPITAL CORP. (COLUMBUS OH)
OH
12/03/1991 - 01/14/1993
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 05/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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