Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Jo Schertz is a financial advisor with Empower Financial Services, Inc. Theresa is registered with the state of Minnesota. Theresa has been in the industry since 2014. Theresa holds the Series 6, Series 63 and SIE licenses. Prior to joining Empower Financial Services, Inc., Theresa was employed by CUNA BROKERAGE SERVICES, INC. and COUNTRY CAPITAL MANAGEMENT COMPANY.
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.
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.
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2
MN
02/20/2018 - Present
Empower Financial Services, Inc. (St Paul MN)
MN
09/16/2015 - 02/12/2018
CUNA BROKERAGE SERVICES, INC. (ROSEVILLE MN)
MN
06/16/2014 - 08/12/2015
COUNTRY CAPITAL MANAGEMENT COMPANY (STILLWATER MN)
BC
Issued 06/25/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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