Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teressa? Claim Your ProfileTeressa A. Grosklaus is a financial advisor with Wells Fargo Clearing Services, LLC in Seattle, Washington. Teressa Grosklaus has been in the industry since 1991. She has worked at various financial institutions over the years, including McDonald Investments Inc., KEY Investments Inc., GNA Securities, Inc., Pacific First Securities, Ltd., and Wells Fargo Advisors LLC. Teressa A. Grosklaus is registered to provide investment advice in Washington and is also a registered representative. She holds a Series 63 and a Series 65 license and has passed several other exams including Series 7, 8, 9, 10, 24, 31, 99TO, and SIE.
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
WA
03/12/2008 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
05/14/1999 - 03/19/2007
MCDONALD INVESTMENTS INC. (SEATTLE WA)
OH
05/04/1993 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
VA
08/22/1991 - 04/21/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
10/04/1990 - 05/17/1991
PACIFIC FIRST SECURITIES, LTD.
IA
Issued 03/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1990
Series 7 - General Securities 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
Not sure Teressa Grosklaus is the right advisor for you? Invested Better is here to help.
