Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Krueger is a financial advisor with Dynamic Wealth Advisors in Phoenix, Arizona. Theresa has been in the financial industry since 1998, and has worked at several firms, including Charles Schwab, SunAmerica Securities, AIG Financial Advisors, and Purshe Kaplan Sterling Investments. Theresa specializes in providing financial planning, portfolio management, and educational seminars to individuals and families.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
02/27/2023 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
AZ
03/31/2008 - 09/25/2012
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
10/31/2005 - 04/11/2008
AIG FINANCIAL ADVISORS, INC. (CHANDLER AZ)
AZ
10/23/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
04/07/1998 - 10/02/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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