Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tess? Claim Your ProfileTess Margriet Potemans is a financial advisor based in Austin, TX. Tess has been in the industry for several years and is registered with FINRA. Tess is currently employed by Pimco Investments LLC, a firm that has offices in Austin, TX. Tess has passed a number of industry exams, including the Series 63, Series 7TO and SIE exams. Tess is also registered with several states including Texas, New York and California.
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.
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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TX
10/30/2023 - Present
Pimco Investments LLC (Austin TX)
BC
Issued 12/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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