Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teresa? Claim Your ProfileTeresa Palmer is a financial advisor with over 30 years of experience in the financial services industry. Teresa is currently registered with United Planners' Financial Services of America a Limited Partner. Prior to joining United Planners' Teresa was with WFG Investments, Inc., UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Teresa holds a Series 7, Series 63, and Series 65 license. Teresa specializes in providing financial planning, investment management, and pension consulting services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/30/2020 - Present
United Planners' Financial Services OF America A Limited Partner (Willow Park TX)
TX
11/02/2016 - 09/30/2020
KMS FINANCIAL SERVICES, INC. (Fort Worth TX)
TX
01/17/2014 - 11/03/2016
WFG INVESTMENTS, INC. (FORT WORTH TX)
TX
12/05/2008 - 01/29/2014
UBS FINANCIAL SERVICES INC. (FT. WORTH TX)
TX
03/26/2004 - 12/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FT. WORTH TX)
MO
11/27/1989 - 03/29/2004
EDWARD JONES (ST. LOUIS MO)
NY
09/24/1987 - 11/30/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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