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Teresa Marie Boyer allgeyer

Wells Fargo Clearing Services, LLC

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About Teresa Marie Boyer allgeyer

Teresa Marie Boyer allgeyer is a financial professional with over 25 years of experience in the financial services industry. Teresa is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 11, 2016. Previously, Teresa was registered with First Clearing, LLC, Waddell & Reed, Inc., Patrick Capital Markets, LLC, Saxony Securities, Inc., First Canterbury Securities, Inc., Edward Jones, National Planning Corporation, Prudential Securities Incorporated, Paine Webber Incorporated, J.C. Bradford & Co., Salomon Smith Barney Inc., Southwest Securities, Inc., Dain Rauscher Incorporated, Mathews, Holmquist & Associates, Inc. Teresa holds FINRA Series 7, 9, 10, 24 and 66 licenses, and is also a Registered Representative in the state of Missouri. Teresa specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.

Firm Information

Teresa Boyer allgeyer is currently registered with Wells Fargo Clearing Services, LLC. Wells Fargo Clearing Services, LLC is a Limited Liability Company formed in March 2003 and headquartered in St. Louis, Missouri. They offer a variety of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. With over $10 billion to $50 billion in assets under management, the firm provides services to a diverse client base, including high-net-worth individuals, corporations, charitable organizations, pension plans, and state or municipal government entities. They are registered with the SEC and all 50 states.
Wells Fargo Clearing Services, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103-2205

$558.46B

Assets Under Management

5,927

Total Clients

17,168

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services to institutional clients

Investment consulting services to institutional clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Teresa Boyer allgeyer’s Registration & Firm History

MO

11/11/2016 - Present

Wells Fargo Clearing Services, LLC (ST. LOUIS MO)

MO

01/22/2015 - 11/11/2016

FIRST CLEARING, LLC (ST. LOUIS MO)

MO

12/06/2012 - 03/24/2014

WADDELL & REED, INC. (CREVE COEUR MO)

MO

04/30/2012 - 11/29/2012

PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)

MO

01/10/2011 - 11/29/2012

SAXONY SECURITIES, INC. (ST. LOUIS MO)

TX

03/12/2010 - 12/23/2010

FIRST CANTERBURY SECURITIES, INC. (DALLAS TX)

MO

03/08/2002 - 01/06/2010

EDWARD JONES (ST LOUIS MO)

CA

07/31/2001 - 10/18/2001

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

NY

08/22/2000 - 03/16/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NJ

08/14/2000 - 09/05/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

04/11/2000 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

NY

12/14/1999 - 04/05/2000

SALOMON SMITH BARNEY INC. (NEW YORK NY)

TX

04/29/1998 - 09/20/1999

SOUTHWEST SECURITIES, INC. (DALLAS TX)

NY

03/02/1998 - 04/27/1998

DAIN RAUSCHER INCORPORATED (NEW YORK NY)

NA

01/02/1998 - 03/02/1998

DAIN RAUSCHER INCORPORATED

TX

08/24/1994 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

NA

08/03/1994 - 08/07/1994

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

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Licenses & Designations

BOTH

Issued 05/15/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2002

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 05/18/2002

Series 24 - General Securities Principal Examination

BC

Issued 04/19/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Teresa Marie Boyer allgeyer.
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