Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Combs is a registered investment advisor representative with Sofi Wealth LLC. Theresa has been in the industry since 2017. She has a Series 7, Series 63 and Series 65 licenses, in addition to the SIE exam. Theresa's background is in financial services. Theresa specializes in providing financial planning, portfolio management, and educational seminars. Theresa also has experience with Capital Wealth Advisors, LLC and Fidelity Brokerage Services LLC.
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.
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.
A percentage of the total value of assets under management is charged.
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2
UT
06/25/2019 - Present
Sofi Wealth LLC (Cottonwood Heights UT)
UT
09/22/2017 - 04/26/2018
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 07/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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