Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Artac is a financial advisor with Park Avenue Securities LLC. Theresa is licensed to provide financial advice in 20 states and holds Series 7, 66 and SIE licenses. Theresa specializes in working with individuals and families on financial planning, investment management, and retirement planning. Theresa has been in the financial services industry since 2017 and has a long history of helping clients reach their financial goals. Theresa is also a Certified Financial Planner™.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
WI
11/01/2018 - Present
Park Avenue Securities LLC (WAUSAU WI)
WI
01/23/2017 - 11/07/2018
AMERIPRISE FINANCIAL SERVICES, INC. (WAUSAU WI)
BOTH
Issued 03/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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