Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa McFadden Elliott is a financial advisor at Wells Fargo Clearing Services, LLC. She has been in the financial industry since August 2009 and has been registered with the state of North Carolina since June 2012. She holds a number of licenses and certifications, including the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65. Teresa has experience working with individuals, families, and businesses. She is also a Certified Financial Planner. Teresa is committed to providing her clients with personalized financial advice that meets their specific needs.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
06/07/2012 - Present
Wells Fargo Clearing Services, LLC (FAYETTEVILLE NC)
NC
05/20/2010 - 06/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FAYETTEVILLE NC)
NC
07/27/2009 - 04/30/2010
CUSO FINANCIAL SERVICES, L.P. (FAYETTEVILLE NC)
IA
Issued 07/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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