Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa L. Phelps is a financial professional with over six years of experience in the industry. Theresa is currently registered with Investment Distributors, Inc. and holds Series 6, Series 63, and SIE licenses. Theresa is licensed in California and Florida and is a highly experienced financial professional.
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
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
FL
07/07/2017 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BRADENTON FL)
BC
Issued 10/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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