Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Young is a financial advisor with over 25 years of experience in the industry. Theresa is currently registered with LPL Financial LLC, a large national broker-dealer, and has also been previously registered with OSAIC WEALTH, INC. and INVESTMENT ADVISORS & CONSULTANTS, INC. Theresa is a Certified Personal Financial Specialist and offers a wide range of financial services, including financial planning, investment management, and consulting. Theresa specializes in working with individuals, families, businesses, and retirement plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
KS
07/02/2024 - Present
LPL Financial LLC (Topeka KS)
KS
11/29/2006 - 07/05/2024
OSAIC WEALTH, INC. (TOPEKA KS)
KS
08/02/2000 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (TOPEKA KS)
TX
09/30/1998 - 08/09/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 10/27/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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