Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Clemmons is a financial advisor registered with Benjamin F. Edwards & Company, Inc.. Theresa has been in the industry since September 17, 1996. Prior to joining Benjamin F. Edwards & Company, Inc., Theresa was employed by Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc.. Theresa is licensed in 23 states and is an Investment Advisor Representative (IAR) in Arizona and Texas. Theresa offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
01/27/2017 - Present
Benjamin F. Edwards & Company, Inc. (GREENWOOD VILLAGE CO)
AZ
01/01/2008 - 01/30/2017
WELLS FARGO CLEARING SERVICES, LLC (CHANDLER AZ)
AZ
04/21/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHANDLER AZ)
MO
09/18/1996 - 04/22/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/09/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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