Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Campbell Thorson is a financial advisor with over 20 years of experience in the financial services industry. Theresa has been registered with UBS Financial Services Inc. since 2011. Prior to joining UBS, Theresa worked for MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and SANFORD C. BERNSTEIN & CO., LLC. Theresa holds Series 7, Series 31, and Series 66 securities licenses and is registered in Utah. Theresa specializes in providing financial advice to individuals, corporations, and charitable organizations.
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.
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.
See schedule d - miscellaneous
1
2
AZ
06/10/2011 - Present
UBS Financial Services Inc. (TUCSON AZ)
AZ
06/01/2009 - 06/20/2011
MORGAN STANLEY SMITH BARNEY (TUCSON AZ)
AZ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TUCSON AZ)
AZ
07/23/2002 - 04/02/2007
MORGAN STANLEY DW INC. (TUCSON AZ)
NY
12/07/2000 - 11/15/2001
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
09/18/2000 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 09/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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